IUHSA
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Itau Unibanco Holding S.A.’s Heritage Financial HFWA Stock Holding History

Itau Unibanco Holding S.A.’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
Q1 		– Sell
-1,369
Closed -$39K – 596
2019
Q4 		$39K Buy
+1,369
New +$37.8K ﹤0.01% 738

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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Itau Unibanco Holding S.A.'s HFWA Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Heritage Financial (HFWA) in Q1 2020, closing a stake of 1,369 shares — an estimated $39K sold.

Itau Unibanco Holding S.A. first reported a position in HFWA in Q4 2019 and held it in 1 quarter. The position peaked at $39K in Q4 2019. 123 funds tracked by Wall St. Rank hold HFWA as of Q1 2020.

  • Itau Unibanco Holding S.A. reported no remaining Heritage Financial position as of Q1 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 1,369 Heritage Financial shares in Q1 2020, an estimated $39K.
  • Itau Unibanco Holding S.A. first reported a position in Heritage Financial in Q4 2019 and held it in 1 quarter.
  • Itau Unibanco Holding S.A.'s Heritage Financial position peaked at $39K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.