HWMA
TTM

Heritage Wealth Management (Arizona)’s Tata Motors Limited TTM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.23K Buy
140
+70
+100% +$1.75K ﹤0.01% 930
2022
Q3 		$2K Hold
70
– – ﹤0.01% 912
2022
Q2 		$1.81K Hold
70
– – ﹤0.01% 892
2022
Q1 		$2K Buy
+70
New +$2.16K ﹤0.01% 924
2021
Q3 		$2K Hold
70
– – ﹤0.01% 840
2021
Q2 		$2K Buy
+70
New +$1.5K ﹤0.01% 847

Other funds holding TTM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Tata Motors Limited (TTM) stake by 100% in Q4 2022, buying an estimated $1.75K and bringing the position to 140 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Heritage Wealth Management (Arizona) first reported a position in TTM in Q2 2021 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold TTM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 140 shares of Tata Motors Limited worth $3.23K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 70 Tata Motors Limited shares in Q4 2022, an estimated $1.75K.
  • Tata Motors Limited made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #930 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Tata Motors Limited in Q2 2021 and has held it in 6 quarters since.
  • 137 funds tracked by Wall St. Rank held Tata Motors Limited as of Q4 2022.

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