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Soundmark Wealth Management’s Heritage Financial HFWA Stock Holding History

Soundmark Wealth Management’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
Q2 		– Sell
-7,619
Closed -$215K – 70
2021
Q1 		$215K Buy
+7,619
New +$200K 0.12% 60

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Soundmark Wealth Management's HFWA Position: Q2 2021 in Review

Soundmark Wealth Management sold out of Heritage Financial (HFWA) in Q2 2021, closing a stake of 7,619 shares — an estimated $215K sold.

Soundmark Wealth Management first reported a position in HFWA in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 130 funds tracked by Wall St. Rank hold HFWA as of Q2 2021.

  • Soundmark Wealth Management reported no remaining Heritage Financial position as of Q2 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 7,619 Heritage Financial shares in Q2 2021, an estimated $215K.
  • Soundmark Wealth Management first reported a position in Heritage Financial in Q1 2021 and held it in 1 quarter.
  • Soundmark Wealth Management's Heritage Financial position peaked at $215K in Q1 2021.
  • 130 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2021.

Based on Soundmark Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.