TCWP’s Heritage Financial HFWA Stock Holding History

TCWP’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
2022 Q2	–	Sell	-102	Closed	-$2K	–	894
2022 Q1	$2K	Buy	+102	New	+$2.61K	﹤0.01%	1324

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCWP's HFWA Position: Q2 2022 in Review

TCWP sold out of Heritage Financial (HFWA) in Q2 2022, closing a stake of 102 shares — an estimated $2K sold.

TCWP first reported a position in HFWA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 152 funds tracked by Wall St. Rank hold HFWA as of Q2 2022.

TCWP reported no remaining Heritage Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 102 Heritage Financial shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Heritage Financial in Q1 2022 and held it in 1 quarter.
TCWP's Heritage Financial position peaked at $2K in Q1 2022.
152 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.