Group One Trading
HFWA icon

Group One Trading’s Heritage Financial HFWA Stock Holding History

Group One Trading’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
2025
Q3 		– Sell
-900
Closed -$21.5K – 8690
2025
Q2 		$21.5K Buy
+900
New +$20.7K ﹤0.01% 6218
2023
Q3 		– Sell
-11,000
Closed -$178K – 7904
2023
Q2 		$178K Buy
+11,000
New +$191K ﹤0.01% 4067

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Group One Trading's HFWA Position: Q3 2023 in Review

Group One Trading sold out of Heritage Financial (HFWA) in Q3 2023, closing a stake of 6,496 shares — an estimated $105K sold.

Group One Trading first reported a position in HFWA in Q2 2023 and held it in 1 quarter. The position peaked at $105K in Q2 2023. 157 funds tracked by Wall St. Rank hold HFWA as of Q3 2023.

  • Group One Trading reported no remaining Heritage Financial position as of Q3 2023 after selling out during the quarter.
  • Group One Trading sold 6,496 Heritage Financial shares in Q3 2023, an estimated $105K.
  • Group One Trading first reported a position in Heritage Financial in Q2 2023 and held it in 1 quarter.
  • Group One Trading's Heritage Financial position peaked at $105K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2023.

Based on Group One Trading's 13F filing for Q3 2023, filed 9 Nov 2023.