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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) reduced its Thor Industries (THO) stake by 10% in Q2 2024, selling an estimated $28.9K and leaving 2,605 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #143.

Heritage Wealth Management (Arizona) first reported a position in THO in Q1 2021 and has held it in 10 quarters since. The position peaked at $561K in Q4 2022. 407 funds tracked by Wall St. Rank hold THO as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,605 shares of Thor Industries worth $243K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 289 Thor Industries shares in Q2 2024, an estimated $28.9K.
Thor Industries made up 0.14% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #143 holding.
Heritage Wealth Management (Arizona) first reported a position in Thor Industries in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Thor Industries position peaked at $561K in Q4 2022.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2024.

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