JFA
HTBK

Johanson Financial Advisors’s Heritage Commerce HTBK Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-1,200
Closed -$15.4K – 156
2019
Q4 		$15.4K Buy
+1,200
New +$14.6K 0.01% 234

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Manulife (Manufacturers Life Insurance)
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WHG
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State Street
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Johanson Financial Advisors's HTBK Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Heritage Commerce (HTBK) in Q1 2020, closing a stake of 1,200 shares — an estimated $15.4K sold.

Johanson Financial Advisors first reported a position in HTBK in Q4 2019 and held it in 1 quarter. The position peaked at $15.4K in Q4 2019. 116 funds tracked by Wall St. Rank hold HTBK as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Heritage Commerce position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 1,200 Heritage Commerce shares in Q1 2020, an estimated $15.4K.
  • Johanson Financial Advisors first reported a position in Heritage Commerce in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Heritage Commerce position peaked at $15.4K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.