HWMA
SOS

Heritage Wealth Management (Arizona)’s SOS Limited SOS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$60 Hold
1
– – ﹤0.01% 1070
2022
Q3 		$0 Buy
+1
New +$94 ﹤0.01% 1091
2022
Q2 		– Sell
-1
Closed -$1K – 1053
2022
Q1 		$1K Buy
+1
New +$545 ﹤0.01% 958
2021
Q3 		$3K Hold
2
– – ﹤0.01% 791
2021
Q2 		$5K Sell
2
-1
-33% -$2.93K ﹤0.01% 757
2021
Q1 		$13K Buy
+3
New +$11.8K 0.01% 551

Other funds holding SOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) held its SOS Limited (SOS) position steady in Q4 2022 at 1 share worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Heritage Wealth Management (Arizona) first reported a position in SOS in Q1 2021 and has held it in 6 quarters since. The position peaked at $13K in Q1 2021. 14 funds tracked by Wall St. Rank hold SOS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1 share of SOS Limited worth $60 as of Q4 2022.
  • Heritage Wealth Management (Arizona) left its SOS Limited share count unchanged in Q4 2022.
  • SOS Limited made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1070 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SOS Limited in Q1 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s SOS Limited position peaked at $13K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held SOS Limited as of Q4 2022.

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