Heritage Wealth Management (Arizona)’s Smith & Nephew SNN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$7.47K	Buy	278 +139	+100%	+$3.49K	﹤0.01%	819
2022 Q3	$3K	Hold	139	–	–	﹤0.01%	845
2022 Q2	$3.88K	Sell	139 -13,188	-99%	-$410K	﹤0.01%	802
2022 Q1	$425K	Buy	+13,327	New	+$447K	0.11%	142
2021 Q3	$230K	Buy	6,690 +1,270	+23%	+$50K	0.08%	193
2021 Q2	$235K	Buy	5,420 +2,103	+63%	+$88.5K	0.09%	201
2021 Q1	$126K	Buy	+3,317	New	+$137K	0.07%	220

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Smith & Nephew (SNN) stake by 100% in Q4 2022, buying an estimated $3.49K and bringing the position to 278 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Heritage Wealth Management (Arizona) first reported a position in SNN in Q1 2021 and has held it in 7 quarters since. The position peaked at $425K in Q1 2022. 203 funds tracked by Wall St. Rank hold SNN as of Q4 2022.

Heritage Wealth Management (Arizona) held 278 shares of Smith & Nephew worth $7.47K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 139 Smith & Nephew shares in Q4 2022, an estimated $3.49K.
Smith & Nephew made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #819 holding.
Heritage Wealth Management (Arizona) first reported a position in Smith & Nephew in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Smith & Nephew position peaked at $425K in Q1 2022.
203 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2022.

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