HWMA
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Heritage Wealth Management (Arizona)’s Rollins ROL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$407K Sell
8,342
-1,200
-13% -$55.4K 0.23% 92
2024
Q1 		$442K Sell
9,542
-386
-4% -$17K 0.22% 92
2023
Q4 		$434K Buy
+9,928
New +$386K 0.23% 92
2022
Q4 		$1.2M Buy
32,946
+17,359
+111% +$674K 0.17% 100
2022
Q3 		$541K Buy
15,587
+460
+3% +$16.6K 0.17% 93
2022
Q2 		$528K Buy
15,127
+915
+6% +$31.4K 0.18% 95
2022
Q1 		$498K Buy
+14,212
New +$461K 0.13% 113
2021
Q3 		$391K Buy
11,058
+320
+3% +$12K 0.14% 116
2021
Q2 		$367K Buy
+10,738
New +$375K 0.14% 122

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MBI
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM