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Heritage Wealth Management (Arizona)’s SPS Commerce SPSC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$422K Buy
3,286
+1,747
+114% +$225K 0.06% 244
2022
Q3 		$191K Buy
1,539
+32
+2% +$3.88K 0.06% 234
2022
Q2 		$170K Buy
1,507
+329
+28% +$37.2K 0.06% 268
2022
Q1 		$155K Buy
+1,178
New +$148K 0.04% 313
2021
Q3 		$119K Buy
736
+107
+17% +$13.2K 0.04% 309
2021
Q2 		$63K Buy
629
+155
+33% +$15.3K 0.02% 424
2021
Q1 		$47K Buy
+474
New +$50.1K 0.03% 386

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its SPS Commerce (SPSC) stake by 114% in Q4 2022, buying an estimated $225K and bringing the position to 3,286 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #244.

Heritage Wealth Management (Arizona) first reported a position in SPSC in Q1 2021 and has held it in 7 quarters since. 335 funds tracked by Wall St. Rank hold SPSC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,286 shares of SPS Commerce worth $422K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,747 SPS Commerce shares in Q4 2022, an estimated $225K.
  • SPS Commerce made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #244 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SPS Commerce in Q1 2021 and has held it in 7 quarters since.
  • 335 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2022.

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