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Sequoia Financial Advisors’s Heritage Financial HFWA Stock Holding History

Sequoia Financial Advisors’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
-11,256
Closed -$184K – 1222
2023
Q3 		$184K Buy
+11,256
New +$196K ﹤0.01% 873

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

Sequoia Financial Advisors's HFWA Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Heritage Financial (HFWA) in Q4 2023, closing a stake of 11,256 shares — an estimated $184K sold.

Sequoia Financial Advisors first reported a position in HFWA in Q3 2023 and held it in 1 quarter. The position peaked at $184K in Q3 2023. 162 funds tracked by Wall St. Rank hold HFWA as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining Heritage Financial position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,256 Heritage Financial shares in Q4 2023, an estimated $184K.
  • Sequoia Financial Advisors first reported a position in Heritage Financial in Q3 2023 and held it in 1 quarter.
  • Sequoia Financial Advisors's Heritage Financial position peaked at $184K in Q3 2023.
  • 162 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.