ARTA
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A.R.T. Advisors’s Heritage Financial HFWA Stock Holding History

A.R.T. Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-16,045
Closed -$454K – 460
2019
Q4 		$454K Buy
+16,045
New +$443K 0.02% 896
2014
Q3 		– Sell
-11,032
Closed -$177K – 1397
2014
Q2 		$177K Buy
+11,032
New +$179K 0.01% 1158

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

A.R.T. Advisors's HFWA Position: Q1 2020 in Review

A.R.T. Advisors sold out of Heritage Financial (HFWA) in Q1 2020, closing a stake of 16,045 shares — an estimated $454K sold.

A.R.T. Advisors first reported a position in HFWA in Q2 2014 and held it in 2 quarters. The position peaked at $454K in Q4 2019. 123 funds tracked by Wall St. Rank hold HFWA as of Q1 2020.

  • A.R.T. Advisors reported no remaining Heritage Financial position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 16,045 Heritage Financial shares in Q1 2020, an estimated $454K.
  • A.R.T. Advisors first reported a position in Heritage Financial in Q2 2014 and held it in 2 quarters.
  • A.R.T. Advisors's Heritage Financial position peaked at $454K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.