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Heritage Wealth Management (Texas)’s Cintas CTAS Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,988
Closed -$902K – 26
2022
Q4 		$902K Buy
+7,988
New +$864K 0.91% 12

Other funds holding CTAS

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Heritage Wealth Management (Texas)'s CTAS Position: Q1 2023 in Review

Heritage Wealth Management (Texas) sold out of Cintas (CTAS) in Q1 2023, closing a stake of 7,988 shares — an estimated $902K sold.

Heritage Wealth Management (Texas) first reported a position in CTAS in Q4 2022 and held it in 1 quarter. The position peaked at $902K in Q4 2022. 1,007 funds tracked by Wall St. Rank hold CTAS as of Q1 2023.

  • Heritage Wealth Management (Texas) reported no remaining Cintas position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 7,988 Cintas shares in Q1 2023, an estimated $902K.
  • Heritage Wealth Management (Texas) first reported a position in Cintas in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Texas)'s Cintas position peaked at $902K in Q4 2022.
  • 1,007 funds tracked by Wall St. Rank held Cintas as of Q1 2023.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2023, filed 3 May 2023.