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Heritage Wealth Management (Arizona)’s StepStone Group STEP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.17K Buy
86
+43
+100% +$1.2K ﹤0.01% 975
2022
Q3 		$1K Buy
+43
New +$1.17K ﹤0.01% 972

Other funds holding STEP

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its StepStone Group (STEP) stake by 100% in Q4 2022, buying an estimated $1.2K and bringing the position to 86 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Heritage Wealth Management (Arizona) first reported a position in STEP in Q3 2022 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold STEP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 86 shares of StepStone Group worth $2.17K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 43 StepStone Group shares in Q4 2022, an estimated $1.2K.
  • StepStone Group made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #975 holding.
  • Heritage Wealth Management (Arizona) first reported a position in StepStone Group in Q3 2022 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held StepStone Group as of Q4 2022.

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