Heritage Wealth Management (Arizona)’s TOP Ships TOPS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TOPS Stock Details TOPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4K	Buy	+10	New	+$3.23K	﹤0.01%	765

Other funds holding TOPS

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TOPS Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) opened a new position in TOP Ships (TOPS) in Q3 2021: 10 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings.

18 funds tracked by Wall St. Rank hold TOPS as of Q3 2021.

Heritage Wealth Management (Arizona) held 10 shares of TOP Ships worth $4K as of Q3 2021.
TOP Ships was a new Heritage Wealth Management (Arizona) position in Q3 2021.
TOP Ships made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #765 holding.
18 funds tracked by Wall St. Rank held TOP Ships as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.