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Gladius Capital Management’s Heritage Financial HFWA Stock Holding History

Gladius Capital 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
2023
Q3 		– Sell
-360
Closed -$5.82K – 409
2023
Q2 		$5.82K Buy
+360
New +$6.27K ﹤0.01% 355
2022
Q3 		– Sell
-970
Closed -$25K – 426
2022
Q2 		$25K Buy
+970
New +$24.2K ﹤0.01% 307

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Gladius Capital Management's HFWA Position: Q3 2023 in Review

Gladius Capital Management sold out of Heritage Financial (HFWA) in Q3 2023, closing a stake of 360 shares — an estimated $5.82K sold.

Gladius Capital Management first reported a position in HFWA in Q2 2022 and held it in 2 quarters. The position peaked at $25K in Q2 2022. 157 funds tracked by Wall St. Rank hold HFWA as of Q3 2023.

  • Gladius Capital Management reported no remaining Heritage Financial position as of Q3 2023 after selling out during the quarter.
  • Gladius Capital Management sold 360 Heritage Financial shares in Q3 2023, an estimated $5.82K.
  • Gladius Capital Management first reported a position in Heritage Financial in Q2 2022 and held it in 2 quarters.
  • Gladius Capital Management's Heritage Financial position peaked at $25K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2023.

Based on Gladius Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.