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 $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return