AWM
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Abound Wealth Management’s Heritage Financial HFWA Stock Holding History

Abound Wealth Management’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
2023
Q3 		– Sell
-25
Closed -$405 – 1189
2023
Q2 		$405 Buy
+25
New +$435 ﹤0.01% 926

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Geode Capital Management
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Abound Wealth Management's HFWA Position: Q3 2023 in Review

Abound Wealth Management sold out of Heritage Financial (HFWA) in Q3 2023, closing a stake of 25 shares — an estimated $405 sold.

Abound Wealth Management first reported a position in HFWA in Q2 2023 and held it in 1 quarter. The position peaked at $405 in Q2 2023. 157 funds tracked by Wall St. Rank hold HFWA as of Q3 2023.

  • Abound Wealth Management reported no remaining Heritage Financial position as of Q3 2023 after selling out during the quarter.
  • Abound Wealth Management sold 25 Heritage Financial shares in Q3 2023, an estimated $405.
  • Abound Wealth Management first reported a position in Heritage Financial in Q2 2023 and held it in 1 quarter.
  • Abound Wealth Management's Heritage Financial position peaked at $405 in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2023.

Based on Abound Wealth Management's 13F filing for Q3 2023, filed 8 Aug 2024.