LWAM
HEPS

Legacy Wealth Asset Management’s D-Market Electronic Services & Trading HEPS Stock Holding History

Legacy Wealth Asset Management’s Portfolio HEPS Stock Details HEPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-32,226
Closed -$20K – 335
2022
Q2 		$20K Buy
32,226
+8,049
+33% +$11.7K 0.01% 319
2022
Q1 		$55K Buy
+24,177
New +$46.8K 0.02% 321

Other funds holding HEPS

GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Wealth Asset Management's HEPS Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of D-Market Electronic Services & Trading (HEPS) in Q3 2022, closing a stake of 32,226 shares — an estimated $20K sold.

Legacy Wealth Asset Management first reported a position in HEPS in Q1 2022 and held it in 2 quarters. The position peaked at $55K in Q1 2022. 32 funds tracked by Wall St. Rank hold HEPS as of Q3 2022.

  • Legacy Wealth Asset Management reported no remaining D-Market Electronic Services & Trading position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 32,226 D-Market Electronic Services & Trading shares in Q3 2022, an estimated $20K.
  • Legacy Wealth Asset Management first reported a position in D-Market Electronic Services & Trading in Q1 2022 and held it in 2 quarters.
  • Legacy Wealth Asset Management's D-Market Electronic Services & Trading position peaked at $55K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held D-Market Electronic Services & Trading as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.