Concord Wealth Partners’s Heritage Financial HFWA Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-123	Closed	-$3K	–	1324
2021 Q4	$3K	Buy	+123	New	+$3.04K	﹤0.01%	1056

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concord Wealth Partners's HFWA Position: Q1 2022 in Review

Concord Wealth Partners sold out of Heritage Financial (HFWA) in Q1 2022, closing a stake of 123 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in HFWA in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 146 funds tracked by Wall St. Rank hold HFWA as of Q1 2022.

Concord Wealth Partners reported no remaining Heritage Financial position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 123 Heritage Financial shares in Q1 2022, an estimated $3K.
Concord Wealth Partners first reported a position in Heritage Financial in Q4 2021 and held it in 1 quarter.
Concord Wealth Partners's Heritage Financial position peaked at $3K in Q4 2021.
146 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.