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Heritage Wealth Management (Arizona)’s Standard Motor Products SMP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-37
Closed -$2K – 926
2021
Q1 		$2K Buy
+37
New +$1.57K ﹤0.01% 704

Other funds holding SMP

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SMP Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Standard Motor Products (SMP) in Q2 2021, closing a stake of 37 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in SMP in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 168 funds tracked by Wall St. Rank hold SMP as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Standard Motor Products position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 37 Standard Motor Products shares in Q2 2021, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Standard Motor Products in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Standard Motor Products position peaked at $2K in Q1 2021.
  • 168 funds tracked by Wall St. Rank held Standard Motor Products as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.