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Coppell Advisory Solutions Corp’s Heritage Financial HFWA Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-1,357
Closed -$41.6K – 587
2022
Q4 		$41.6K Buy
+1,357
New +$42.5K 0.01% 388

Other funds holding HFWA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's HFWA Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Heritage Financial (HFWA) in Q1 2023, closing a stake of 1,357 shares — an estimated $41.6K sold.

Coppell Advisory Solutions Corp first reported a position in HFWA in Q4 2022 and held it in 1 quarter. The position peaked at $41.6K in Q4 2022. 159 funds tracked by Wall St. Rank hold HFWA as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Heritage Financial position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,357 Heritage Financial shares in Q1 2023, an estimated $41.6K.
  • Coppell Advisory Solutions Corp first reported a position in Heritage Financial in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Heritage Financial position peaked at $41.6K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.