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Heritage Wealth Management (Arizona)’s Travel + Leisure Co TNL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-31
Closed -$2K – 1057
2022
Q1 		$2K Buy
+31
New +$1.75K ﹤0.01% 913

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GC
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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TNL Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Travel + Leisure Co (TNL) in Q2 2022, closing a stake of 31 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in TNL in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 354 funds tracked by Wall St. Rank hold TNL as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Travel + Leisure Co position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 31 Travel + Leisure Co shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Travel + Leisure Co in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Travel + Leisure Co position peaked at $2K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.