Cassady Schiller Wealth Management’s Heritage Financial HFWA Stock Holding History

Cassady Schiller 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 Q4	$760	Buy	+31	New	+$753	﹤0.01%	856

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's HFWA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Heritage Financial (HFWA) in Q4 2024: 31 shares worth $760. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings.

170 funds tracked by Wall St. Rank hold HFWA as of Q4 2024.

Cassady Schiller Wealth Management held 31 shares of Heritage Financial worth $760 as of Q4 2024.
Heritage Financial was a new Cassady Schiller Wealth Management position in Q4 2024.
Heritage Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #856 holding.
170 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.