OR
HTBK

Olympiad Research’s Heritage Commerce HTBK Stock Holding History

Olympiad Research’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,593
Closed -$81K – 338
2020
Q1 		$81K Buy
+10,593
New +$112K 0.08% 252

Other funds holding HTBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Olympiad Research's HTBK Position: Q2 2020 in Review

Olympiad Research sold out of Heritage Commerce (HTBK) in Q2 2020, closing a stake of 10,593 shares — an estimated $81K sold.

Olympiad Research first reported a position in HTBK in Q1 2020 and held it in 1 quarter. The position peaked at $81K in Q1 2020. 118 funds tracked by Wall St. Rank hold HTBK as of Q2 2020.

  • Olympiad Research reported no remaining Heritage Commerce position as of Q2 2020 after selling out during the quarter.
  • Olympiad Research sold 10,593 Heritage Commerce shares in Q2 2020, an estimated $81K.
  • Olympiad Research first reported a position in Heritage Commerce in Q1 2020 and held it in 1 quarter.
  • Olympiad Research's Heritage Commerce position peaked at $81K in Q1 2020.
  • 118 funds tracked by Wall St. Rank held Heritage Commerce as of Q2 2020.

Based on Olympiad Research's 13F filing for Q2 2020, filed 6 Aug 2020.