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TFC Financial Management’s Heritage Financial HFWA Stock Holding History

TFC Financial 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
2024
Q3 		– Sell
-1
Closed -$19 – 1046
2024
Q2 		$19 Buy
+1
New +$18 ﹤0.01% 953

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFC Financial Management's HFWA Position: Q3 2024 in Review

TFC Financial Management sold out of Heritage Financial (HFWA) in Q3 2024, closing a stake of 1 share — an estimated $19 sold.

TFC Financial Management first reported a position in HFWA in Q2 2024 and held it in 1 quarter. The position peaked at $19 in Q2 2024. 165 funds tracked by Wall St. Rank hold HFWA as of Q3 2024.

  • TFC Financial Management reported no remaining Heritage Financial position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 1 Heritage Financial share in Q3 2024, an estimated $19.
  • TFC Financial Management first reported a position in Heritage Financial in Q2 2024 and held it in 1 quarter.
  • TFC Financial Management's Heritage Financial position peaked at $19 in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.