JF
HFWA icon

Jump Financial’s Heritage Financial HFWA Stock Holding History

Jump Financial’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
2024
Q3 		– Sell
-15,800
Closed -$285K – 1837
2024
Q2 		$285K Sell
15,800
-5,862
-27% -$105K 0.01% 1404
2024
Q1 		$420K Buy
+21,662
New +$417K 0.01% 1277
2022
Q3 		– Sell
-8,432
Closed -$212K – 1737
2022
Q2 		$212K Sell
8,432
-5,568
-40% -$139K 0.01% 1267
2022
Q1 		$351K Buy
14,000
+1,100
+9% +$28.1K 0.02% 983
2021
Q4 		$315K Buy
+12,900
New +$318K 0.02% 869
2021
Q3 		– Sell
-12,700
Closed -$318K – 1255
2021
Q2 		$318K Buy
+12,700
New +$354K 0.03% 650

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jump Financial's HFWA Position: Q3 2024 in Review

Jump Financial sold out of Heritage Financial (HFWA) in Q3 2024, closing a stake of 15,800 shares — an estimated $285K sold.

Jump Financial first reported a position in HFWA in Q2 2021 and held it in 6 quarters. The position peaked at $420K in Q1 2024. 165 funds tracked by Wall St. Rank hold HFWA as of Q3 2024.

  • Jump Financial reported no remaining Heritage Financial position as of Q3 2024 after selling out during the quarter.
  • Jump Financial sold 15,800 Heritage Financial shares in Q3 2024, an estimated $285K.
  • Jump Financial first reported a position in Heritage Financial in Q2 2021 and held it in 6 quarters.
  • Jump Financial's Heritage Financial position peaked at $420K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2024.

Based on Jump Financial's 13F filing for Q3 2024, filed 14 Nov 2024.