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Heritage Wealth Management (Arizona)’s Vimeo VMEO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VMEO Stock Details VMEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-42
Closed – – 1065
2022
Q1 		$0 Buy
+42
New +$559 ﹤0.01% 1000
2021
Q3 		$59K Sell
2,005
-12
-0.6% -$473 0.02% 426
2021
Q2 		$99K Buy
+2,017
New +$92.7K 0.04% 340

Other funds holding VMEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) sold out of Vimeo (VMEO) in Q2 2022, closing a stake of 42 shares.

Heritage Wealth Management (Arizona) first reported a position in VMEO in Q2 2021 and held it in 3 quarters. The position peaked at $99K in Q2 2021. 266 funds tracked by Wall St. Rank hold VMEO as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vimeo position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 42 Vimeo shares in Q2 2022.
  • Heritage Wealth Management (Arizona) first reported a position in Vimeo in Q2 2021 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s Vimeo position peaked at $99K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Vimeo as of Q2 2022.

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