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Amalgamated Financial’s Heritage Financial HFWA Stock Holding History

Amalgamated 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
2022
Q1 		$391K Buy
+15,599
New +$398K ﹤0.01% 1629

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amalgamated Financial's HFWA Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Heritage Financial (HFWA) in Q1 2022: 15,599 shares worth $391K. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings.

146 funds tracked by Wall St. Rank hold HFWA as of Q1 2022.

  • Amalgamated Financial held 15,599 shares of Heritage Financial worth $391K as of Q1 2022.
  • Heritage Financial was a new Amalgamated Financial position in Q1 2022.
  • Heritage Financial made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1629 holding.
  • 146 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.