PMEF
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Point72 Middle East FZE’s Heritage Financial HFWA Stock Holding History

Point72 Middle East FZE’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
Q4 		– Sell
-5,298
Closed -$86.4K – 1645
2023
Q3 		$86.4K Buy
5,298
+1,294
+32% +$22.6K ﹤0.01% 1171
2023
Q2 		$64.7K Sell
4,004
-1,418
-26% -$24.7K ﹤0.01% 1266
2023
Q1 		$116K Buy
5,422
+3,157
+139% +$85.2K ﹤0.01% 1077
2022
Q4 		$69.4K Buy
+2,265
New +$70.9K ﹤0.01% 1372

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Point72 Middle East FZE's HFWA Position: Q4 2023 in Review

Point72 Middle East FZE sold out of Heritage Financial (HFWA) in Q4 2023, closing a stake of 5,298 shares — an estimated $86.4K sold.

Point72 Middle East FZE first reported a position in HFWA in Q4 2022 and held it in 4 quarters. The position peaked at $116K in Q1 2023. 162 funds tracked by Wall St. Rank hold HFWA as of Q4 2023.

  • Point72 Middle East FZE reported no remaining Heritage Financial position as of Q4 2023 after selling out during the quarter.
  • Point72 Middle East FZE sold 5,298 Heritage Financial shares in Q4 2023, an estimated $86.4K.
  • Point72 Middle East FZE first reported a position in Heritage Financial in Q4 2022 and held it in 4 quarters.
  • Point72 Middle East FZE's Heritage Financial position peaked at $116K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2023.

Based on Point72 Middle East FZE's 13F filing for Q4 2023, filed 14 Feb 2024.