HWMA
THO icon

Heritage Wealth Management (Arizona)’s Thor Industries THO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$243K Sell
2,605
-289
-10% -$28.9K 0.14% 143
2024
Q1 		$340K Sell
2,894
-66
-2% -$7.56K 0.17% 117
2023
Q4 		$350K Buy
+2,960
New +$296K 0.19% 107
2022
Q4 		$561K Buy
7,430
+4,313
+138% +$347K 0.08% 188
2022
Q3 		$218K Sell
3,117
-70
-2% -$5.72K 0.07% 207
2022
Q2 		$238K Buy
3,187
+96
+3% +$7.45K 0.08% 202
2022
Q1 		$243K Buy
+3,091
New +$284K 0.07% 236
2021
Q3 		$243K Buy
1,976
+321
+19% +$36.6K 0.09% 183
2021
Q2 		$187K Buy
1,655
+911
+122% +$116K 0.07% 234
2021
Q1 		$100K Buy
+744
New +$90.2K 0.06% 250

Other funds holding THO

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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return