FFO
HTBK

Fortitude Family Office’s Heritage Commerce HTBK Stock Holding History

Fortitude Family Office’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-467
Closed -$4.63K – 1028
2023
Q4 		$4.63K Buy
+467
New +$4.11K ﹤0.01% 684

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Fortitude Family Office's HTBK Position: Q1 2024 in Review

Fortitude Family Office sold out of Heritage Commerce (HTBK) in Q1 2024, closing a stake of 467 shares — an estimated $4.63K sold.

Fortitude Family Office first reported a position in HTBK in Q4 2023 and held it in 1 quarter. The position peaked at $4.63K in Q4 2023. 169 funds tracked by Wall St. Rank hold HTBK as of Q1 2024.

  • Fortitude Family Office reported no remaining Heritage Commerce position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 467 Heritage Commerce shares in Q1 2024, an estimated $4.63K.
  • Fortitude Family Office first reported a position in Heritage Commerce in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's Heritage Commerce position peaked at $4.63K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.