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Heritage Wealth Management (Arizona)’s Sensata Technologies ST Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ST Stock Details ST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,556
Closed -$264K – 927
2021
Q2 		$264K Buy
4,556
+2,059
+82% +$120K 0.1% 177
2021
Q1 		$145K Buy
+2,497
New +$144K 0.08% 203

Other funds holding ST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of Sensata Technologies (ST) in Q3 2021, closing a stake of 4,556 shares — an estimated $264K sold.

Heritage Wealth Management (Arizona) first reported a position in ST in Q1 2021 and held it in 2 quarters. The position peaked at $264K in Q2 2021. 368 funds tracked by Wall St. Rank hold ST as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Sensata Technologies position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4,556 Sensata Technologies shares in Q3 2021, an estimated $264K.
  • Heritage Wealth Management (Arizona) first reported a position in Sensata Technologies in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Sensata Technologies position peaked at $264K in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Sensata Technologies as of Q3 2021.

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