HWMA
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Heritage Wealth Management (Arizona)’s S&P Global SPGI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$480K Sell
1,076
-97
-8% -$41.6K 0.27% 77
2024
Q1 		$499K Sell
1,173
-7
-0.6% -$3.03K 0.25% 85
2023
Q4 		$520K Buy
+1,180
New +$466K 0.28% 77
2022
Q4 		$1.74M Buy
5,190
+2,660
+105% +$877K 0.25% 69
2022
Q3 		$772K Sell
2,530
-19
-0.7% -$6.8K 0.25% 68
2022
Q2 		$859K Sell
2,549
-49
-2% -$17.5K 0.29% 65
2022
Q1 		$1.07M Buy
+2,598
New +$1.06M 0.29% 66
2021
Q3 		$483K Buy
1,137
+160
+16% +$69.3K 0.17% 92
2021
Q2 		$401K Buy
977
+46
+5% +$17.7K 0.15% 115
2021
Q1 		$329K Buy
+931
New +$310K 0.19% 95

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return