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Meeder Asset Management’s Heritage Financial HFWA Stock Holding History

Meeder Asset Management’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
2025
Q1 		– Sell
-237
Closed -$5.81K – 966
2024
Q4 		$5.81K Sell
237
-1,476
-86% -$35.8K ﹤0.01% 811
2024
Q3 		$37.3K Hold
1,713
– – ﹤0.01% 407
2024
Q2 		$30.9K Buy
+1,713
New +$30.7K ﹤0.01% 431
2022
Q4 		– Sell
-11
Closed – – 1302
2022
Q3 		$0 Sell
11
-3
-21% -$79 ﹤0.01% 2232
2022
Q2 		$0 Buy
14
+3
+27% +$75 ﹤0.01% 2282
2022
Q1 		$0 Buy
+11
New +$281 ﹤0.01% 2398
2021
Q4 		– Sell
-96
Closed -$2K – 1674
2021
Q3 		$2K Buy
96
+89
+1,271% +$2.16K ﹤0.01% 2184
2021
Q2 		$0 Buy
+7
New +$195 ﹤0.01% 2571
2018
Q2 		– Sell
-1,018
Closed -$31K – 1608
2018
Q1 		$31K Sell
1,018
-1,821
-64% -$56.2K ﹤0.01% 775
2017
Q4 		$88K Buy
2,839
+290
+11% +$8.93K 0.01% 582
2017
Q3 		$75K Buy
2,549
+757
+42% +$20.3K 0.01% 621
2017
Q2 		$47K Buy
1,792
+1,655
+1,208% +$41.5K ﹤0.01% 689
2017
Q1 		$3K Buy
+137
New +$3.43K ﹤0.01% 1260

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meeder Asset Management's HFWA Position: Q1 2025 in Review

Meeder Asset Management sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 237 shares — an estimated $5.81K sold.

Meeder Asset Management first reported a position in HFWA in Q1 2017 and held it in 13 quarters. The position peaked at $88K in Q4 2017. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

  • Meeder Asset Management reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
  • Meeder Asset Management sold 237 Heritage Financial shares in Q1 2025, an estimated $5.81K.
  • Meeder Asset Management first reported a position in Heritage Financial in Q1 2017 and held it in 13 quarters.
  • Meeder Asset Management's Heritage Financial position peaked at $88K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Meeder Asset Management's 13F filing for Q1 2025, filed 7 May 2025.