State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Heritage Financial HFWA Stock Holding History

State of Wisconsin Investment Board’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
-19,922
Closed -$426K – 2307
2023
Q4 		$426K Buy
+19,922
New +$361K ﹤0.01% 1842
2022
Q3 		– Sell
-8,467
Closed -$213K – 2728
2022
Q2 		$213K Buy
+8,467
New +$211K ﹤0.01% 2457

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $167B AUM 44.17% 1-Year Est. Return

State of Wisconsin Investment Board's HFWA Position: Q1 2024 in Review

State of Wisconsin Investment Board sold out of Heritage Financial (HFWA) in Q1 2024, closing a stake of 19,922 shares — an estimated $426K sold.

State of Wisconsin Investment Board first reported a position in HFWA in Q2 2022 and held it in 2 quarters. The position peaked at $426K in Q4 2023. 146 funds tracked by Wall St. Rank hold HFWA as of Q1 2024.

  • State of Wisconsin Investment Board reported no remaining Heritage Financial position as of Q1 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 19,922 Heritage Financial shares in Q1 2024, an estimated $426K.
  • State of Wisconsin Investment Board first reported a position in Heritage Financial in Q2 2022 and held it in 2 quarters.
  • State of Wisconsin Investment Board's Heritage Financial position peaked at $426K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.