Numerai’s Heritage Financial HFWA Stock Holding History

Numerai’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	-28,218	Closed	-$509K	–	399
2024 Q2	$509K	Buy	+28,218	New	+$506K	0.19%	178
2023 Q3	–	Sell	-49,971	Closed	-$808K	–	241
2023 Q2	$808K	Buy	+49,971	New	+$870K	0.16%	118

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Numerai's HFWA Position: Q3 2024 in Review

Numerai sold out of Heritage Financial (HFWA) in Q3 2024, closing a stake of 28,218 shares — an estimated $509K sold.

Numerai first reported a position in HFWA in Q2 2023 and held it in 2 quarters. The position peaked at $808K in Q2 2023. 165 funds tracked by Wall St. Rank hold HFWA as of Q3 2024.

Numerai reported no remaining Heritage Financial position as of Q3 2024 after selling out during the quarter.
Numerai sold 28,218 Heritage Financial shares in Q3 2024, an estimated $509K.
Numerai first reported a position in Heritage Financial in Q2 2023 and held it in 2 quarters.
Numerai's Heritage Financial position peaked at $808K in Q2 2023.
165 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2024.

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