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Wealthspire Advisors (Maryland)’s Heritage Financial HFWA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-71
Closed -$2K – 1112
2019
Q1 		$2K Hold
71
– – ﹤0.01% 2154
2018
Q4 		$2K Buy
+71
New +$2.32K ﹤0.01% 2081

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HFWA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Heritage Financial (HFWA) in Q2 2019, closing a stake of 71 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in HFWA in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 137 funds tracked by Wall St. Rank hold HFWA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Heritage Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 71 Heritage Financial shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Heritage Financial in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Heritage Financial position peaked at $2K in Q1 2019.
  • 137 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.