IndexIQ Advisors’s Heritage Financial HFWA Stock Holding History

IndexIQ 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
2022 Q1	$400K	Buy	15,951 +997	+7%	+$25.5K	0.01%	681
2021 Q4	$365K	Sell	14,954 -967	-6%	-$23.9K	0.01%	851
2021 Q3	$406K	Buy	15,921 +1,595	+11%	+$38.8K	0.01%	810
2021 Q2	$358K	Buy	14,326 +293	+2%	+$8.16K	0.01%	884
2021 Q1	$396K	Buy	+14,033	New	+$368K	0.01%	823
2018 Q1	–	Sell	-57,099	Closed	-$1.76M	–	608
2017 Q4	$1.76M	Buy	57,099 +22,081	+63%	+$680K	0.06%	181
2017 Q3	$1.03M	Buy	35,018 +15,888	+83%	+$427K	0.04%	219
2017 Q2	$507K	Buy	+19,130	New	+$480K	0.02%	277

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IndexIQ Advisors's HFWA Position: Q1 2022 in Review

IndexIQ Advisors increased its Heritage Financial (HFWA) stake by 6.7% in Q1 2022, buying an estimated $25.5K and bringing the position to 15,951 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #681.

IndexIQ Advisors first reported a position in HFWA in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2017. 146 funds tracked by Wall St. Rank hold HFWA as of Q1 2022.

IndexIQ Advisors held 15,951 shares of Heritage Financial worth $400K as of Q1 2022.
IndexIQ Advisors bought 997 Heritage Financial shares in Q1 2022, an estimated $25.5K.
Heritage Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #681 holding.
IndexIQ Advisors first reported a position in Heritage Financial in Q2 2017 and has held it in 8 quarters since.
IndexIQ Advisors's Heritage Financial position peaked at $1.76M in Q4 2017.
146 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.