Wipfli Financial Advisors’s Heritage Financial HFWA Stock Holding History

Wipfli Financial 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
2022 Q3	$5K	Buy	+204	New	+$5.38K	﹤0.01%	2075

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Wipfli Financial Advisors's HFWA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Heritage Financial (HFWA) in Q3 2022: 204 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2075 among its holdings.

149 funds tracked by Wall St. Rank hold HFWA as of Q3 2022.

Wipfli Financial Advisors held 204 shares of Heritage Financial worth $5K as of Q3 2022.
Heritage Financial was a new Wipfli Financial Advisors position in Q3 2022.
Heritage Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2075 holding.
149 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.