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Heritage Wealth Management (Arizona)’s RELX RELX Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$956K Sell
20,839
-1,743
-8% -$75.6K 0.53% 43
2024
Q1 		$978K Sell
22,582
-1,334
-6% -$56.4K 0.5% 46
2023
Q4 		$949K Buy
+23,916
New +$881K 0.51% 44
2022
Q4 		$2.05M Buy
73,899
+41,266
+126% +$1.11M 0.29% 58
2022
Q3 		$793K Buy
32,633
+3,088
+10% +$83.8K 0.25% 65
2022
Q2 		$796K Buy
29,545
+3,855
+15% +$111K 0.26% 68
2022
Q1 		$799K Buy
+25,690
New +$778K 0.22% 79
2021
Q3 		$367K Buy
12,726
+2,149
+20% +$63.3K 0.13% 123
2021
Q2 		$282K Buy
+10,577
New +$281K 0.11% 165

Other funds holding RELX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return