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Avior Wealth Management’s Heritage Financial HFWA Stock Holding History

Avior Wealth 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
Q2 		– Sell
-7
Closed -$135 – 2895
2024
Q1 		$135 Buy
+7
New +$135 ﹤0.01% 3051

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Avior Wealth Management's HFWA Position: Q2 2024 in Review

Avior Wealth Management sold out of Heritage Financial (HFWA) in Q2 2024, closing a stake of 7 shares — an estimated $135 sold.

Avior Wealth Management first reported a position in HFWA in Q1 2024 and held it in 1 quarter. The position peaked at $135 in Q1 2024. 164 funds tracked by Wall St. Rank hold HFWA as of Q2 2024.

  • Avior Wealth Management reported no remaining Heritage Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Heritage Financial shares in Q2 2024, an estimated $135.
  • Avior Wealth Management first reported a position in Heritage Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Heritage Financial position peaked at $135 in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.