Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Heritage Financial HFWA Stock Holding History

Northwestern Mutual Wealth 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
2024
Q2 		– Sell
-25
Closed -$485 – 3638
2024
Q1 		$485 Hold
25
– – ﹤0.01% 3296
2023
Q4 		$535 Buy
+25
New +$453 ﹤0.01% 3269
2018
Q1 		– Sell
-66
Closed -$2K – 2291
2017
Q4 		$2K Buy
+66
New +$2.03K ﹤0.01% 2100
2017
Q1 		– Sell
-19
Closed – – 2171
2016
Q4 		$0 Buy
+19
New +$406 ﹤0.01% 2365
2014
Q4 		– Sell
-1,335
Closed -$21K – 1758
2014
Q3 		$21K Buy
+1,335
New +$21.6K ﹤0.01% 807

Other funds holding HFWA

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's HFWA Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Heritage Financial (HFWA) in Q2 2024, closing a stake of 25 shares — an estimated $485 sold.

Northwestern Mutual Wealth Management first reported a position in HFWA in Q3 2014 and held it in 5 quarters. The position peaked at $21K in Q3 2014. 164 funds tracked by Wall St. Rank hold HFWA as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Heritage Financial position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 25 Heritage Financial shares in Q2 2024, an estimated $485.
  • Northwestern Mutual Wealth Management first reported a position in Heritage Financial in Q3 2014 and held it in 5 quarters.
  • Northwestern Mutual Wealth Management's Heritage Financial position peaked at $21K in Q3 2014.
  • 164 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.