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Heritage Wealth Management (Arizona)’s Weis Markets WMK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.63K Buy
32
+16
+100% +$1.35K ﹤0.01% 954
2022
Q3 		$1K Buy
+16
New +$1.25K ﹤0.01% 991

Other funds holding WMK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Weis Markets (WMK) stake by 100% in Q4 2022, buying an estimated $1.35K and bringing the position to 32 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Heritage Wealth Management (Arizona) first reported a position in WMK in Q3 2022 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold WMK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 32 shares of Weis Markets worth $2.63K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 16 Weis Markets shares in Q4 2022, an estimated $1.35K.
  • Weis Markets made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #954 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Weis Markets in Q3 2022 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Weis Markets as of Q4 2022.

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