Acadian Asset Management
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Acadian Asset Management’s Heritage Financial HFWA Stock Holding History

Acadian Asset 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
2024
Q4 		– Sell
-5,316
Closed -$115K – 1850
2024
Q3 		$115K Buy
+5,316
New +$113K ﹤0.01% 1541

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Acadian Asset Management's HFWA Position: Q4 2024 in Review

Acadian Asset Management sold out of Heritage Financial (HFWA) in Q4 2024, closing a stake of 5,316 shares — an estimated $115K sold.

Acadian Asset Management first reported a position in HFWA in Q3 2024 and held it in 1 quarter. The position peaked at $115K in Q3 2024. 170 funds tracked by Wall St. Rank hold HFWA as of Q4 2024.

  • Acadian Asset Management reported no remaining Heritage Financial position as of Q4 2024 after selling out during the quarter.
  • Acadian Asset Management sold 5,316 Heritage Financial shares in Q4 2024, an estimated $115K.
  • Acadian Asset Management first reported a position in Heritage Financial in Q3 2024 and held it in 1 quarter.
  • Acadian Asset Management's Heritage Financial position peaked at $115K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2024.

Based on Acadian Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.