Heritage Financial
HFWA
HFWA
26.81
USD
-0.28
1.03%
At close
Updated
Oct 14, 1:18 PM EDT
Pre-market
After hours
1 day
-1.03%
5 days
-1.4%
1 month
-6.06%
3 months
-9.46%
6 months
-1.14%
Year to date
13.12%
1 year
12.69%
5 years
8.02%
10 years
46.58%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 126 |
PFBT
126
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $4K | +$223 | +8 | +5% |
|
| 127 |
127
AssetMark Inc
Concord,
California
| $2K | -$84 | -3 | -3% |
|
| 128 |
S
128
SignatureFD
Atlanta,
Georgia
| $2K | – | – | – |
|
| 129 |
129
Fidelity Investments
Boston,
Massachusetts
| $2K | +$1.84K | +66 | New |
|
| 130 |
130
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$480K | -17,000 | Closed |
|
| 131 |
131
Squarepoint
New York
| – | -$261K | -9,232 | Closed |
|
| 132 |
SFS
132
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$258K | -8,999 | Closed |
|
| 133 |
SWM
133
Soundmark Wealth Management
Kirkland,
Washington
| – | -$215K | -7,619 | Closed |
|
| 134 |
134
SG Americas Securities
New York
| – | -$171K | -6,042 | Closed |
|
| 135 |
135
Simplex Trading
Chicago,
Illinois
| – | -$92K | -3,269 | Closed |
|
| 136 |
BAM
136
Bellevue Asset Management
Bellevue,
Washington
| – | -$53K | -1,875 | Closed |
|
| 137 |
QT
137
Quantbot Technologies
New York
| – | -$11K | -418 | Closed |
|
| 138 |
MAM
138
Meeder Asset Management
Dublin,
Ohio
| – | +$195 | +7 | New |
|