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Heritage Wealth Management (Arizona)’s Revvity RVTY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio RVTY Stock Details RVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.4K Buy
10
+5
+100% +$673 ﹤0.01% 1000
2022
Q3 		$1K Buy
+5
New +$705 ﹤0.01% 965

Other funds holding RVTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Revvity (RVTY) stake by 100% in Q4 2022, buying an estimated $673 and bringing the position to 10 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Heritage Wealth Management (Arizona) first reported a position in RVTY in Q3 2022 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold RVTY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 10 shares of Revvity worth $1.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 5 Revvity shares in Q4 2022, an estimated $673.
  • Revvity made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1000 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Revvity in Q3 2022 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held Revvity as of Q4 2022.

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