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PEAK6 Investments’s Heritage Financial HFWA Stock Holding History

PEAK6 Investments’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
2023
Q1 		– Sell
-2,100
Closed -$64.3K – 4566
2022
Q4 		$64.3K Buy
+2,100
New +$65.7K ﹤0.01% 3819
2022
Q1 		– Sell
-42,200
Closed -$1.03M – 5517
2021
Q4 		$1.03M Buy
+42,200
New +$1.04M ﹤0.01% 2528

Other funds holding HFWA

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PEAK6 Investments's HFWA Position: Q1 2023 in Review

PEAK6 Investments sold out of Heritage Financial (HFWA) in Q1 2023, closing a stake of 3,895 shares — an estimated $119K sold.

PEAK6 Investments first reported a position in HFWA in Q3 2021 and held it in 2 quarters. The position peaked at $331K in Q3 2021. 159 funds tracked by Wall St. Rank hold HFWA as of Q1 2023.

  • PEAK6 Investments reported no remaining Heritage Financial position as of Q1 2023 after selling out during the quarter.
  • PEAK6 Investments sold 3,895 Heritage Financial shares in Q1 2023, an estimated $119K.
  • PEAK6 Investments first reported a position in Heritage Financial in Q3 2021 and held it in 2 quarters.
  • PEAK6 Investments's Heritage Financial position peaked at $331K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2023.

Based on PEAK6 Investments's 13F filing for Q1 2023, filed 12 May 2023.