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ClariVest Asset Management’s Heritage Financial HFWA Stock Holding History

ClariVest 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
2024
Q3 		$505 Hold
28
– – ﹤0.01% 774
2024
Q2 		$505 Hold
28
– – ﹤0.01% 774
2024
Q1 		$543 Hold
28
– – ﹤0.01% 781
2023
Q4 		$599 Hold
28
– – ﹤0.01% 782
2023
Q3 		$0 Sell
28
-52
-65% -$907 ﹤0.01% 797
2023
Q2 		$1K Buy
80
+28
+54% +$487 ﹤0.01% 606
2023
Q1 		$1K Hold
52
– – ﹤0.01% 653
2022
Q4 		$2K Buy
+52
New +$1.63K ﹤0.01% 551
2014
Q1 		– Sell
-13,148
Closed -$224K – 614
2013
Q4 		$224K Buy
+13,148
New +$215K 0.01% 346

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return