Heritage Wealth Management (Arizona)’s Skyworks Solutions SWKS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.73K	Buy	30 +15	+100%	+$1.34K	﹤0.01%	950
2022 Q3	$1K	Buy	15 +4	+36%	+$409	﹤0.01%	973
2022 Q2	$1.02K	Sell	11 -8,771	-100%	-$947K	﹤0.01%	925
2022 Q1	$1.17M	Buy	+8,782	New	+$1.23M	0.32%	63
2021 Q3	$1M	Buy	6,074 +3,418	+129%	+$625K	0.36%	51
2021 Q2	$509K	Buy	2,656 +109	+4%	+$19.3K	0.19%	88
2021 Q1	$467K	Buy	+2,547	New	+$443K	0.26%	72

Other funds holding SWKS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Skyworks Solutions (SWKS) stake by 100% in Q4 2022, buying an estimated $1.34K and bringing the position to 30 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Heritage Wealth Management (Arizona) first reported a position in SWKS in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2022. 886 funds tracked by Wall St. Rank hold SWKS as of Q4 2022.

Heritage Wealth Management (Arizona) held 30 shares of Skyworks Solutions worth $2.73K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 15 Skyworks Solutions shares in Q4 2022, an estimated $1.34K.
Skyworks Solutions made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #950 holding.
Heritage Wealth Management (Arizona) first reported a position in Skyworks Solutions in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Skyworks Solutions position peaked at $1.17M in Q1 2022.
886 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2022.

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