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Heritage Wealth Management (Arizona)’s ReNew RNW Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio RNW Stock Details RNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.1K Buy
200
+100
+100% +$584 ﹤0.01% 1024
2022
Q3 		$1K Hold
100
– – ﹤0.01% 964
2022
Q2 		$647 Hold
100
– – ﹤0.01% 940
2022
Q1 		$1K Buy
+100
New +$724 ﹤0.01% 953
2021
Q3 		$1K Buy
+100
New +$1K ﹤0.01% 866

Other funds holding RNW

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its ReNew (RNW) stake by 100% in Q4 2022, buying an estimated $584 and bringing the position to 200 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Heritage Wealth Management (Arizona) first reported a position in RNW in Q3 2021 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold RNW as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 200 shares of ReNew worth $1.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 100 ReNew shares in Q4 2022, an estimated $584.
  • ReNew made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1024 holding.
  • Heritage Wealth Management (Arizona) first reported a position in ReNew in Q3 2021 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held ReNew as of Q4 2022.

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