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Vantage Consulting Group’s Heritage Financial HFWA Stock Holding History

Vantage Consulting Group’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
Q1 		– Sell
-145
Closed -$3K – 730
2020
Q4 		$3K Buy
+145
New +$3.26K ﹤0.01% 1555

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State Street
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Victory Capital Management
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Vantage Consulting Group's HFWA Position: Q1 2021 in Review

Vantage Consulting Group sold out of Heritage Financial (HFWA) in Q1 2021, closing a stake of 145 shares — an estimated $3K sold.

Vantage Consulting Group first reported a position in HFWA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 121 funds tracked by Wall St. Rank hold HFWA as of Q1 2021.

  • Vantage Consulting Group reported no remaining Heritage Financial position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 145 Heritage Financial shares in Q1 2021, an estimated $3K.
  • Vantage Consulting Group first reported a position in Heritage Financial in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Heritage Financial position peaked at $3K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.