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Toth Financial Advisory’s Heritage Insurance Holdings HRTG Stock Holding History

Toth Financial Advisory’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$708 – 732
2024
Q2 		$708 Buy
+100
New +$884 ﹤0.01% 712

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Invesco
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PRCP
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Acadian Asset Management
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Renaissance Technologies
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Toth Financial Advisory's HRTG Position: Q3 2024 in Review

Toth Financial Advisory sold out of Heritage Insurance Holdings (HRTG) in Q3 2024, closing a stake of 100 shares — an estimated $708 sold.

Toth Financial Advisory first reported a position in HRTG in Q2 2024 and held it in 1 quarter. The position peaked at $708 in Q2 2024. 119 funds tracked by Wall St. Rank hold HRTG as of Q3 2024.

  • Toth Financial Advisory reported no remaining Heritage Insurance Holdings position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Heritage Insurance Holdings shares in Q3 2024, an estimated $708.
  • Toth Financial Advisory first reported a position in Heritage Insurance Holdings in Q2 2024 and held it in 1 quarter.
  • Toth Financial Advisory's Heritage Insurance Holdings position peaked at $708 in Q2 2024.
  • 119 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.