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Heritage Wealth Management (Arizona)’s Virgin Galactic SPCE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SPCE Stock Details SPCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$3K Hold
5
– – ﹤0.01% 792
2021
Q2 		$5K Buy
+5
New +$2.84K ﹤0.01% 758

Other funds holding SPCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s SPCE Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Virgin Galactic (SPCE) position steady in Q3 2021 at 5 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Heritage Wealth Management (Arizona) first reported a position in SPCE in Q2 2021 and has held it in 2 quarters since. The position peaked at $5K in Q2 2021. 275 funds tracked by Wall St. Rank hold SPCE as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 5 shares of Virgin Galactic worth $3K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Virgin Galactic share count unchanged in Q3 2021.
  • Virgin Galactic made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #792 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Virgin Galactic in Q2 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s Virgin Galactic position peaked at $5K in Q2 2021.
  • 275 funds tracked by Wall St. Rank held Virgin Galactic as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.