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Heritage Wealth Management (Arizona)’s Talphera TLPH Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TLPH Stock Details TLPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$45 Buy
20
+10
+100% +$28 ﹤0.01% 1072
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1099
2022
Q2 		$49 Hold
10
– – ﹤0.01% 983
2022
Q1 		$0 Buy
+10
New +$85 ﹤0.01% 999

Other funds holding TLPH

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Talphera (TLPH) stake by 100% in Q4 2022, buying an estimated $28 and bringing the position to 20 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Heritage Wealth Management (Arizona) first reported a position in TLPH in Q1 2022 and has held it in 4 quarters since. The position peaked at $49 in Q2 2022. 37 funds tracked by Wall St. Rank hold TLPH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 20 shares of Talphera worth $45 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 10 Talphera shares in Q4 2022, an estimated $28.
  • Talphera made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1072 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Talphera in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Talphera position peaked at $49 in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Talphera as of Q4 2022.

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