AIM
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Aigen Investment Management’s Heritage Financial HFWA Stock Holding History

Aigen Investment 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
Q1 		– Sell
-10,003
Closed -$214K – 826
2023
Q4 		$214K Sell
10,003
-2,634
-21% -$47.8K 0.04% 637
2023
Q3 		$206K Buy
+12,637
New +$220K 0.04% 663
2023
Q2 		– Sell
-19,626
Closed -$420K – 847
2023
Q1 		$420K Sell
19,626
-2,451
-11% -$66.1K 0.06% 351
2022
Q4 		$676K Buy
22,077
+5,511
+33% +$172K 0.1% 219
2022
Q3 		$439K Buy
+16,566
New +$437K 0.06% 332
2020
Q1 		– Sell
-2,465
Closed -$70K – 1382
2019
Q4 		$70K Buy
+2,465
New +$68K 0.01% 751

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aigen Investment Management's HFWA Position: Q1 2024 in Review

Aigen Investment Management sold out of Heritage Financial (HFWA) in Q1 2024, closing a stake of 10,003 shares — an estimated $214K sold.

Aigen Investment Management first reported a position in HFWA in Q4 2019 and held it in 6 quarters. The position peaked at $676K in Q4 2022. 146 funds tracked by Wall St. Rank hold HFWA as of Q1 2024.

  • Aigen Investment Management reported no remaining Heritage Financial position as of Q1 2024 after selling out during the quarter.
  • Aigen Investment Management sold 10,003 Heritage Financial shares in Q1 2024, an estimated $214K.
  • Aigen Investment Management first reported a position in Heritage Financial in Q4 2019 and held it in 6 quarters.
  • Aigen Investment Management's Heritage Financial position peaked at $676K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2024.

Based on Aigen Investment Management's 13F filing for Q1 2024, filed 14 May 2024.