Heritage Wealth Management (Arizona)’s Toro Company TTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$13.6K	Buy	120 +60	+100%	+$6.36K	﹤0.01%	729
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	763
2022 Q2	$4.55K	Hold	60	–	–	﹤0.01%	785
2022 Q1	$5K	Buy	+60	New	+$5.59K	﹤0.01%	805
2021 Q3	$6K	Hold	60	–	–	﹤0.01%	712
2021 Q2	$7K	Hold	60	–	–	﹤0.01%	706
2021 Q1	$6K	Buy	+60	New	+$6K	﹤0.01%	635

Other funds holding TTC

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Toro Company (TTC) stake by 100% in Q4 2022, buying an estimated $6.36K and bringing the position to 120 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Heritage Wealth Management (Arizona) first reported a position in TTC in Q1 2021 and has held it in 7 quarters since. 491 funds tracked by Wall St. Rank hold TTC as of Q4 2022.

Heritage Wealth Management (Arizona) held 120 shares of Toro Company worth $13.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 60 Toro Company shares in Q4 2022, an estimated $6.36K.
Toro Company made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #729 holding.
Heritage Wealth Management (Arizona) first reported a position in Toro Company in Q1 2021 and has held it in 7 quarters since.
491 funds tracked by Wall St. Rank held Toro Company as of Q4 2022.

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