AWS
HFWA icon

Atria Wealth Solutions’s Heritage Financial HFWA Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-12,485
Closed -$314K – 1800
2022
Q2 		$314K Buy
+12,485
New +$312K 0.01% 1194

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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 $544B AUM 28.31% 1-Year Est. Return

Atria Wealth Solutions's HFWA Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Heritage Financial (HFWA) in Q3 2022, closing a stake of 12,485 shares — an estimated $314K sold.

Atria Wealth Solutions first reported a position in HFWA in Q2 2022 and held it in 1 quarter. The position peaked at $314K in Q2 2022. 149 funds tracked by Wall St. Rank hold HFWA as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Heritage Financial position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,485 Heritage Financial shares in Q3 2022, an estimated $314K.
  • Atria Wealth Solutions first reported a position in Heritage Financial in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Heritage Financial position peaked at $314K in Q2 2022.
  • 149 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.