Sutton Wealth Advisors’s Heritage Financial HFWA Stock Holding History

Sutton Wealth 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 Q1	–	Sell	-1,667	Closed	-$51.1K	–	1129
2022 Q4	$51.1K	Hold	1,667	–	–	0.02%	388
2022 Q3	$44.1K	Hold	1,667	–	–	0.02%	404
2022 Q2	$41.9K	Hold	1,667	–	–	0.02%	428
2022 Q1	$41.8K	Hold	1,667	–	–	0.01%	464
2021 Q4	$40.7K	Buy	1,667 +8	+0.5%	+$197	0.01%	485
2021 Q3	$42.3K	Hold	1,659	–	–	0.02%	448
2021 Q2	$41.5K	Hold	1,659	–	–	0.02%	459
2021 Q1	$46.9K	Hold	1,659	–	–	0.02%	409
2020 Q4	$38.8K	Hold	1,659	–	–	0.02%	427
2020 Q3	$30.5K	Hold	1,659	–	–	0.01%	429
2020 Q2	$33.2K	Sell	1,659 -66	-4%	-$1.24K	0.02%	402
2020 Q1	$34.5K	Buy	+1,725	New	+$42.6K	0.02%	344
2019 Q3	–	Sell	-178	Closed	-$5.26K	–	1193
2019 Q2	$5.26K	Hold	178	–	–	﹤0.01%	922
2019 Q1	$5.37K	Buy	+178	New	+$5.57K	﹤0.01%	922

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's HFWA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Heritage Financial (HFWA) in Q1 2023, closing a stake of 1,667 shares — an estimated $51.1K sold.

Sutton Wealth Advisors first reported a position in HFWA in Q1 2019 and held it in 14 quarters. The position peaked at $51.1K in Q4 2022. 159 funds tracked by Wall St. Rank hold HFWA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Heritage Financial position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,667 Heritage Financial shares in Q1 2023, an estimated $51.1K.
Sutton Wealth Advisors first reported a position in Heritage Financial in Q1 2019 and held it in 14 quarters.
Sutton Wealth Advisors's Heritage Financial position peaked at $51.1K in Q4 2022.
159 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.