HighTower Advisors
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HighTower Advisors’s Heritage Financial HFWA Stock Holding History

HighTower Advisors’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
Q1 		– Sell
-6,434
Closed -$205K – 3531
2022
Q4 		$205K Buy
+6,434
New +$201K ﹤0.01% 2759
2018
Q4 		– Sell
-7,764
Closed -$273K – 2272
2018
Q3 		$273K Buy
+7,764
New +$279K ﹤0.01% 1773

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors's HFWA Position: Q1 2023 in Review

HighTower Advisors sold out of Heritage Financial (HFWA) in Q1 2023, closing a stake of 6,434 shares — an estimated $205K sold.

HighTower Advisors first reported a position in HFWA in Q3 2018 and held it in 2 quarters. The position peaked at $273K in Q3 2018. 159 funds tracked by Wall St. Rank hold HFWA as of Q1 2023.

  • HighTower Advisors reported no remaining Heritage Financial position as of Q1 2023 after selling out during the quarter.
  • HighTower Advisors sold 6,434 Heritage Financial shares in Q1 2023, an estimated $205K.
  • HighTower Advisors first reported a position in Heritage Financial in Q3 2018 and held it in 2 quarters.
  • HighTower Advisors's Heritage Financial position peaked at $273K in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.