HOWA
MPB icon

Heritage Oak Wealth Advisors’s Mid Penn Bancorp MPB Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,687
Closed -$378K – 142
2024
Q3 		$378K Buy
+12,687
New +$347K 0.17% 85

Other funds holding MPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
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

Heritage Oak Wealth Advisors's MPB Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Mid Penn Bancorp (MPB) in Q4 2024, closing a stake of 12,687 shares — an estimated $378K sold.

Heritage Oak Wealth Advisors first reported a position in MPB in Q3 2024 and held it in 1 quarter. The position peaked at $378K in Q3 2024. 112 funds tracked by Wall St. Rank hold MPB as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Mid Penn Bancorp position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 12,687 Mid Penn Bancorp shares in Q4 2024, an estimated $378K.
  • Heritage Oak Wealth Advisors first reported a position in Mid Penn Bancorp in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Mid Penn Bancorp position peaked at $378K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.