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Heritage Wealth Management (Arizona)’s Latham Group SWIM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-117
Closed -$4K – 928
2021
Q2 		$4K Buy
+117
New +$3.42K ﹤0.01% 791

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Vanguard Group
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FAM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of Latham Group (SWIM) in Q3 2021, closing a stake of 117 shares — an estimated $4K sold.

Heritage Wealth Management (Arizona) first reported a position in SWIM in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 66 funds tracked by Wall St. Rank hold SWIM as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Latham Group position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 117 Latham Group shares in Q3 2021, an estimated $4K.
  • Heritage Wealth Management (Arizona) first reported a position in Latham Group in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Latham Group position peaked at $4K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held Latham Group as of Q3 2021.

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