PHK
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Point72 Hong Kong’s Heritage Financial HFWA Stock Holding History

Point72 Hong Kong’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
2021
Q3 		– Sell
-1,001
Closed -$25K – 2182
2021
Q2 		$25K Buy
+1,001
New +$27.9K ﹤0.01% 1598
2021
Q1 		– Sell
-415
Closed -$10K – 1974
2020
Q4 		$10K Buy
+415
New +$9.33K ﹤0.01% 1541
2020
Q2 		– Sell
-174
Closed -$3K – 1256
2020
Q1 		$3K Buy
+174
New +$4.3K ﹤0.01% 831

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Point72 Hong Kong's HFWA Position: Q3 2021 in Review

Point72 Hong Kong sold out of Heritage Financial (HFWA) in Q3 2021, closing a stake of 1,001 shares — an estimated $25K sold.

Point72 Hong Kong first reported a position in HFWA in Q1 2020 and held it in 3 quarters. The position peaked at $25K in Q2 2021. 127 funds tracked by Wall St. Rank hold HFWA as of Q3 2021.

  • Point72 Hong Kong reported no remaining Heritage Financial position as of Q3 2021 after selling out during the quarter.
  • Point72 Hong Kong sold 1,001 Heritage Financial shares in Q3 2021, an estimated $25K.
  • Point72 Hong Kong first reported a position in Heritage Financial in Q1 2020 and held it in 3 quarters.
  • Point72 Hong Kong's Heritage Financial position peaked at $25K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2021.

Based on Point72 Hong Kong's 13F filing for Q3 2021, filed 15 Nov 2021.