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Belpointe Asset Management’s Heritage Financial HFWA Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-120
Closed -$2.57K – 1745
2023
Q1 		$2.57K Hold
120
– – ﹤0.01% 3240
2022
Q4 		$3.68K Buy
+120
New +$3.75K ﹤0.01% 3037

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Dimensional Fund Advisors
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State Street
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Goldman Sachs
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belpointe Asset Management's HFWA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Heritage Financial (HFWA) in Q2 2023, closing a stake of 120 shares — an estimated $2.57K sold.

Belpointe Asset Management first reported a position in HFWA in Q4 2022 and held it in 2 quarters. The position peaked at $3.68K in Q4 2022. 162 funds tracked by Wall St. Rank hold HFWA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Heritage Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 120 Heritage Financial shares in Q2 2023, an estimated $2.57K.
  • Belpointe Asset Management first reported a position in Heritage Financial in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Heritage Financial position peaked at $3.68K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.