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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s STC Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Stewart Information Services (STC) stake by 11% in Q2 2024, selling an estimated $26K and leaving 3,279 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #164.

Heritage Wealth Management (Arizona) first reported a position in STC in Q2 2021 and has held it in 9 quarters since. The position peaked at $439K in Q4 2022. 208 funds tracked by Wall St. Rank hold STC as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,279 shares of Stewart Information Services worth $204K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 416 Stewart Information Services shares in Q2 2024, an estimated $26K.
Stewart Information Services made up 0.11% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #164 holding.
Heritage Wealth Management (Arizona) first reported a position in Stewart Information Services in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Stewart Information Services position peaked at $439K in Q4 2022.
208 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.