AAS
HTBK

Ameritas Advisory Services’s Heritage Commerce HTBK Stock Holding History

Ameritas Advisory Services’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,116
Closed -$83K – 912
2024
Q1 		$83K Buy
+10,116
New +$88.3K ﹤0.01% 851

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ameritas Advisory Services's HTBK Position: Q2 2024 in Review

Ameritas Advisory Services sold out of Heritage Commerce (HTBK) in Q2 2024, closing a stake of 10,116 shares — an estimated $83K sold.

Ameritas Advisory Services first reported a position in HTBK in Q1 2024 and held it in 1 quarter. The position peaked at $83K in Q1 2024. 154 funds tracked by Wall St. Rank hold HTBK as of Q2 2024.

  • Ameritas Advisory Services reported no remaining Heritage Commerce position as of Q2 2024 after selling out during the quarter.
  • Ameritas Advisory Services sold 10,116 Heritage Commerce shares in Q2 2024, an estimated $83K.
  • Ameritas Advisory Services first reported a position in Heritage Commerce in Q1 2024 and held it in 1 quarter.
  • Ameritas Advisory Services's Heritage Commerce position peaked at $83K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2024.

Based on Ameritas Advisory Services's 13F filing for Q2 2024, filed 29 Jul 2024.