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Heritage Wealth Management (Arizona)’s SITE Centers SITC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$109 Buy
10
+5
+100% +$49 ﹤0.01% 1066
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1088
2022
Q2 		$54 Hold
5
– – ﹤0.01% 981
2022
Q1 		$0 Buy
+5
New +$61 ﹤0.01% 997

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its SITE Centers (SITC) stake by 100% in Q4 2022, buying an estimated $49 and bringing the position to 10 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Heritage Wealth Management (Arizona) first reported a position in SITC in Q1 2022 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold SITC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 10 shares of SITE Centers worth $109 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 5 SITE Centers shares in Q4 2022, an estimated $49.
  • SITE Centers made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1066 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SITE Centers in Q1 2022 and has held it in 4 quarters since.
  • 234 funds tracked by Wall St. Rank held SITE Centers as of Q4 2022.

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