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Private Wealth Management Group’s Heritage Financial HFWA Stock Holding History

Private Wealth Management Group’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
2024
Q1 		– Sell
-52
Closed -$1.11K – 1541
2023
Q4 		$1.11K Buy
+52
New +$943 ﹤0.01% 1227

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Private Wealth Management Group's HFWA Position: Q1 2024 in Review

Private Wealth Management Group sold out of Heritage Financial (HFWA) in Q1 2024, closing a stake of 52 shares — an estimated $1.11K sold.

Private Wealth Management Group first reported a position in HFWA in Q4 2023 and held it in 1 quarter. The position peaked at $1.11K in Q4 2023. 146 funds tracked by Wall St. Rank hold HFWA as of Q1 2024.

  • Private Wealth Management Group reported no remaining Heritage Financial position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 52 Heritage Financial shares in Q1 2024, an estimated $1.11K.
  • Private Wealth Management Group first reported a position in Heritage Financial in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Heritage Financial position peaked at $1.11K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.