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Heritage Wealth Management (Arizona)’s Stewart Information Services STC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$204K Sell
3,279
-416
-11% -$26K 0.11% 164
2024
Q1 		$240K Buy
3,695
+15
+0.4% +$913 0.12% 150
2023
Q4 		$216K Buy
+3,680
New +$175K 0.12% 156
2022
Q4 		$439K Buy
10,270
+6,538
+175% +$274K 0.06% 232
2022
Q3 		$163K Buy
3,732
+120
+3% +$6.13K 0.05% 268
2022
Q2 		$180K Buy
3,612
+332
+10% +$17.8K 0.06% 260
2022
Q1 		$199K Buy
+3,280
New +$228K 0.05% 272
2021
Q3 		$112K Buy
1,767
+361
+26% +$21.5K 0.04% 318
2021
Q2 		$80K Buy
+1,406
New +$82K 0.03% 380

Other funds holding STC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return