II
HTBK

Inspire Investing’s Heritage Commerce HTBK Stock Holding History

Inspire Investing’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,200
Closed -$9K – 600
2020
Q1 		$9K Buy
+1,200
New +$12.7K ﹤0.01% 707
2018
Q1 		– Sell
-1,200
Closed -$18K – 418
2017
Q4 		$18K Buy
+1,200
New +$18.3K 0.02% 794

Other funds holding HTBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Inspire Investing's HTBK Position: Q2 2020 in Review

Inspire Investing sold out of Heritage Commerce (HTBK) in Q2 2020, closing a stake of 1,200 shares — an estimated $9K sold.

Inspire Investing first reported a position in HTBK in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q4 2017. 118 funds tracked by Wall St. Rank hold HTBK as of Q2 2020.

  • Inspire Investing reported no remaining Heritage Commerce position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 1,200 Heritage Commerce shares in Q2 2020, an estimated $9K.
  • Inspire Investing first reported a position in Heritage Commerce in Q4 2017 and held it in 2 quarters.
  • Inspire Investing's Heritage Commerce position peaked at $18K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.