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Heritage Financial Corporation shares owned by Trexquant Investment

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Trexquant Investment from 13F filings

Historical chart of Trexquant Investment investment in Heritage Financial Corporation

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Quarterly reported holdings in Heritage Financial Corporation by Trexquant Investment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 50k 21.39
2023-09-30 $441k 27k 16.31
2023-06-30 $1.5M 94k 16.17
2023-03-31 $666k 31k 21.40
2022-06-30 $269k 11k 25.18
2022-03-31 $338k 14k 25.09
2021-12-31 $294k 12k 24.47
2020-12-31 $275k 12k 23.39
2020-03-31 $626k 31k 20.01
2018-03-31 $235k 7.7k 30.54

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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