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Heritage Wealth Management (Arizona)’s Sprouts Farmers Market SFM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$120K Buy
3,700
+1,850
+100% +$57.6K 0.02% 391
2022
Q3 		$51K Hold
1,850
– – 0.02% 397
2022
Q2 		$46.8K Hold
1,850
– – 0.02% 428
2022
Q1 		$59K Buy
+1,850
New +$55.3K 0.02% 453
2021
Q3 		$89K Hold
3,850
– – 0.03% 365
2021
Q2 		$96K Hold
3,850
– – 0.04% 342
2021
Q1 		$102K Buy
+3,850
New +$87.5K 0.06% 247

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Sprouts Farmers Market (SFM) stake by 100% in Q4 2022, buying an estimated $57.6K and bringing the position to 3,700 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #391.

Heritage Wealth Management (Arizona) first reported a position in SFM in Q1 2021 and has held it in 7 quarters since. 388 funds tracked by Wall St. Rank hold SFM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,700 shares of Sprouts Farmers Market worth $120K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,850 Sprouts Farmers Market shares in Q4 2022, an estimated $57.6K.
  • Sprouts Farmers Market made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #391 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Sprouts Farmers Market in Q1 2021 and has held it in 7 quarters since.
  • 388 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2022.

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