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Heritage Financial Corporation shares owned by Hennion & Walsh Asset Management

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Hennion & Walsh Asset Management from 13F filings

Historical chart of Hennion & Walsh Asset Management investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Hennion & Walsh Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Hennion & Walsh Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 11k 19.39

More positions owned by Hennion & Walsh Asset Management

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Intl Qulty Div (IQDG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Investment Grade (IGEB)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Nuveen Div. Advantage Muni. Fund (NAD)
Ishares Core Msci Emkt (IEMG)
Nuveen Insured Tax-Free Adv Munici (NEA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Global X Fds Us Pfd Etf (PFFD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)

View all positions for Hennion & Walsh Asset Management

Top funds holding Heritage Financial Corporation

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates
Heartland Advisors
AQR Capital Management
Lord, Abbett & Co
Arrowstreet Capital, Limited Partnership
Kiley Juergens Wealth Management
Wintrust Financial Corporation
Forest Hill Capital
Assenagon Asset Management

View all funds holding Heritage Financial Corporation