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Point72 (DIFC)’s Heritage Financial HFWA Stock Holding History

Point72 (DIFC)’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
-1,189
Closed -$29.1K – 1829
2024
Q4 		$29.1K Buy
+1,189
New +$28.9K ﹤0.01% 1206
2024
Q3 		– Sell
-1,490
Closed -$26.9K – 1623
2024
Q2 		$26.9K Buy
+1,490
New +$26.7K ﹤0.01% 1188

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 (DIFC)'s HFWA Position: Q1 2025 in Review

Point72 (DIFC) sold out of Heritage Financial (HFWA) in Q1 2025, closing a stake of 1,189 shares — an estimated $29.1K sold.

Point72 (DIFC) first reported a position in HFWA in Q2 2024 and held it in 2 quarters. The position peaked at $29.1K in Q4 2024. 180 funds tracked by Wall St. Rank hold HFWA as of Q1 2025.

  • Point72 (DIFC) reported no remaining Heritage Financial position as of Q1 2025 after selling out during the quarter.
  • Point72 (DIFC) sold 1,189 Heritage Financial shares in Q1 2025, an estimated $29.1K.
  • Point72 (DIFC) first reported a position in Heritage Financial in Q2 2024 and held it in 2 quarters.
  • Point72 (DIFC)'s Heritage Financial position peaked at $29.1K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2025.

Based on Point72 (DIFC)'s 13F filing for Q1 2025, filed 15 May 2025.