Point72 Asset Management
HFWA icon

Point72 Asset Management’s Heritage Financial HFWA Stock Holding History

Point72 Asset 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
2025
Q1 		– Sell
-7,900
Closed -$194K – 2248
2024
Q4 		$194K Buy
7,900
+3,549
+82% +$86.2K ﹤0.01% 1891
2024
Q3 		$94.7K Sell
4,351
-1,149
-21% -$24.5K ﹤0.01% 1870
2024
Q2 		$99.2K Buy
+5,500
New +$98.7K ﹤0.01% 1709
2024
Q1 		– Sell
-900
Closed -$19.3K – 2361
2023
Q4 		$19.3K Sell
900
-2,360
-72% -$42.8K ﹤0.01% 2045
2023
Q3 		$53.2K Buy
3,260
+1,775
+120% +$31K ﹤0.01% 2111
2023
Q2 		$24K Buy
+1,485
New +$25.8K ﹤0.01% 1751
2023
Q1 		– Sell
-21
Closed -$643 – 2369
2022
Q4 		$643 Buy
+21
New +$657 ﹤0.01% 1449

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Asset Management's HFWA Position: Q1 2025 in Review

Point72 Asset Management sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 7,900 shares — an estimated $194K sold.

Point72 Asset Management first reported a position in HFWA in Q4 2022 and held it in 7 quarters. The position peaked at $194K in Q4 2024. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

  • Point72 Asset Management reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
  • Point72 Asset Management sold 7,900 Heritage Financial shares in Q1 2025, an estimated $194K.
  • Point72 Asset Management first reported a position in Heritage Financial in Q4 2022 and held it in 7 quarters.
  • Point72 Asset Management's Heritage Financial position peaked at $194K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Point72 Asset Management's 13F filing for Q1 2025, filed 15 May 2025.