New Potomac Partners’s Heritage Financial HFWA Stock Holding History

New Potomac Partners’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 Q4	–	Sell	-778	Closed	-$14K	–	86
2020 Q3	$14K	Hold	778	–	–	0.01%	113
2020 Q2	$16K	Hold	778	–	–	0.01%	113
2020 Q1	$16K	Hold	778	–	–	0.02%	110
2019 Q4	$22K	Hold	778	–	–	0.02%	110
2019 Q3	$21K	Hold	778	–	–	0.02%	115
2019 Q2	$23K	Hold	778	–	–	0.02%	111
2019 Q1	$23K	Hold	778	–	–	0.02%	111
2018 Q4	$23K	Hold	778	–	–	0.02%	120
2018 Q3	$27K	Buy	+778	New	+$27.9K	0.03%	118

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New Potomac Partners's HFWA Position: Q4 2020 in Review

New Potomac Partners sold out of Heritage Financial (HFWA) in Q4 2020, closing a stake of 778 shares — an estimated $14K sold.

New Potomac Partners first reported a position in HFWA in Q3 2018 and held it in 9 quarters. The position peaked at $27K in Q3 2018. 128 funds tracked by Wall St. Rank hold HFWA as of Q4 2020.

New Potomac Partners reported no remaining Heritage Financial position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 778 Heritage Financial shares in Q4 2020, an estimated $14K.
New Potomac Partners first reported a position in Heritage Financial in Q3 2018 and held it in 9 quarters.
New Potomac Partners's Heritage Financial position peaked at $27K in Q3 2018.
128 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.