HWMA
VSXY

Heritage Wealth Management (Arizona)’s Victoria's Secret VSXY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VSXY Stock Details VSXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$4.72K Buy
132
+66
+100% +$2.62K ﹤0.01% 891
2022
Q3 		$2K Hold
66
– – ﹤0.01% 905
2022
Q2 		$1.85K Hold
66
– – ﹤0.01% 890
2022
Q1 		$3K Buy
+66
New +$3.59K ﹤0.01% 875
2021
Q3 		$4K Buy
+66
New +$4.01K ﹤0.01% 768

Other funds holding VSXY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Victoria's Secret (VSXY) stake by 100% in Q4 2022, buying an estimated $2.62K and bringing the position to 132 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Heritage Wealth Management (Arizona) first reported a position in VSXY in Q3 2021 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold VSXY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 132 shares of Victoria's Secret worth $4.72K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 66 Victoria's Secret shares in Q4 2022, an estimated $2.62K.
  • Victoria's Secret made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #891 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Victoria's Secret in Q3 2021 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Victoria's Secret as of Q4 2022.

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