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Advisornet Financial’s Heritage Financial HFWA Stock Holding History

Advisornet Financial’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
-11
Closed -$239 – 2083
2024
Q3 		$239 Hold
11
– – ﹤0.01% 2099
2024
Q2 		$198 Hold
11
– – ﹤0.01% 2038
2024
Q1 		$213 Hold
11
– – ﹤0.01% 1975
2023
Q4 		$235 Buy
+11
New +$200 ﹤0.01% 2270

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisornet Financial's HFWA Position: Q4 2024 in Review

Advisornet Financial sold out of Heritage Financial (HFWA) in Q4 2024, closing a stake of 11 shares — an estimated $239 sold.

Advisornet Financial first reported a position in HFWA in Q4 2023 and held it in 4 quarters. The position peaked at $239 in Q3 2024. 170 funds tracked by Wall St. Rank hold HFWA as of Q4 2024.

  • Advisornet Financial reported no remaining Heritage Financial position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 11 Heritage Financial shares in Q4 2024, an estimated $239.
  • Advisornet Financial first reported a position in Heritage Financial in Q4 2023 and held it in 4 quarters.
  • Advisornet Financial's Heritage Financial position peaked at $239 in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.