HGWM
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Harvest Group Wealth Management’s Heritage Financial HFWA Stock Holding History

Harvest Group Wealth 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
2020
Q2 		– Sell
-40
Closed – – 626
2020
Q1 		$0 Buy
+40
New +$988 ﹤0.01% 694

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's HFWA Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Heritage Financial (HFWA) in Q2 2020, closing a stake of 40 shares.

Harvest Group Wealth Management first reported a position in HFWA in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 119 funds tracked by Wall St. Rank hold HFWA as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Heritage Financial position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 40 Heritage Financial shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Heritage Financial in Q1 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Heritage Financial position peaked at $0 in Q1 2020.
  • 119 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.