Wolverine Trading
HTBK

Wolverine Trading’s Heritage Commerce HTBK Stock Holding History

Wolverine Trading’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$99.2K – 4808
2023
Q4 		$99.2K Buy
+10,000
New +$88.1K ﹤0.01% 4110
2018
Q4 		– Sell
-15,900
Closed -$237K – 4813
2018
Q3 		$237K Buy
+15,900
New +$252K ﹤0.01% 4027
2017
Q1 		– Sell
-12,200
Closed -$176K – 4583
2016
Q4 		$176K Sell
12,200
-1,200
-9% -$14.6K ﹤0.01% 3833
2016
Q3 		$146K Buy
+13,400
New +$148K ﹤0.01% 4014

Other funds holding HTBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return