Glassman Wealth Services’s Heritage Financial HFWA Stock Holding History

Glassman Wealth Services’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
2020 Q1	–	Sell	-21	Closed	-$1K	–	1305
2019 Q4	$1K	Buy	+21	New	+$579	﹤0.01%	934

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glassman Wealth Services's HFWA Position: Q1 2020 in Review

Glassman Wealth Services sold out of Heritage Financial (HFWA) in Q1 2020, closing a stake of 21 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in HFWA in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 123 funds tracked by Wall St. Rank hold HFWA as of Q1 2020.

Glassman Wealth Services reported no remaining Heritage Financial position as of Q1 2020 after selling out during the quarter.
Glassman Wealth Services sold 21 Heritage Financial shares in Q1 2020, an estimated $1K.
Glassman Wealth Services first reported a position in Heritage Financial in Q4 2019 and held it in 1 quarter.
Glassman Wealth Services's Heritage Financial position peaked at $1K in Q4 2019.
123 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.