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Heritage Wealth Management (Arizona)’s Timken Company TKR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.26K Buy
32
+16
+100% +$1.12K ﹤0.01% 969
2022
Q3 		$1K Buy
+16
New +$994 ﹤0.01% 977

Other funds holding TKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Timken Company (TKR) stake by 100% in Q4 2022, buying an estimated $1.12K and bringing the position to 32 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Heritage Wealth Management (Arizona) first reported a position in TKR in Q3 2022 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold TKR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 32 shares of Timken Company worth $2.26K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 16 Timken Company shares in Q4 2022, an estimated $1.12K.
  • Timken Company made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #969 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Timken Company in Q3 2022 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held Timken Company as of Q4 2022.

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