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

Heritage Wealth Management (Arizona)’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$11.8K Sell
44
-3
-6% -$782 ﹤0.01% 750
2022
Q3 		$12K Sell
47
-28
-37% -$7.56K ﹤0.01% 624
2022
Q2 		$15.9K Buy
+75
New +$22.3K 0.01% 578

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its RH (RH) stake by 6.4% in Q4 2022, selling an estimated $782 and leaving 44 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Heritage Wealth Management (Arizona) first reported a position in RH in Q2 2022 and has held it in 3 quarters since. The position peaked at $15.9K in Q2 2022. 416 funds tracked by Wall St. Rank hold RH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 44 shares of RH worth $11.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 3 RH shares in Q4 2022, an estimated $782.
  • RH made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #750 holding.
  • Heritage Wealth Management (Arizona) first reported a position in RH in Q2 2022 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s RH position peaked at $15.9K in Q2 2022.
  • 416 funds tracked by Wall St. Rank held RH as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.