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Heritage Wealth Management (Arizona)’s Viavi Solutions VIAV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VIAV Stock Details VIAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$91.6K Sell
13,330
-1,270
-9% -$9.88K 0.05% 167
2024
Q1 		$133K Sell
14,600
-332
-2% -$3.26K 0.07% 175
2023
Q4 		$150K Buy
+14,932
New +$125K 0.08% 167

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VIAV Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Viavi Solutions (VIAV) stake by 8.7% in Q2 2024, selling an estimated $9.88K and leaving 13,330 shares worth $91.6K. The position accounts for 0.05% of the portfolio, ranked #167.

Heritage Wealth Management (Arizona) first reported a position in VIAV in Q4 2023 and has held it in 3 quarters since. The position peaked at $150K in Q4 2023. 315 funds tracked by Wall St. Rank hold VIAV as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 13,330 shares of Viavi Solutions worth $91.6K as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 1,270 Viavi Solutions shares in Q2 2024, an estimated $9.88K.
  • Viavi Solutions made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #167 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Viavi Solutions in Q4 2023 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Viavi Solutions position peaked at $150K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held Viavi Solutions as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.