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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
2024-12-31 $421k 17k 24.50
2024-09-30 $379k 17k 21.77
2024-06-30 $323k 18k 18.03
2024-03-31 $216k 11k 19.39

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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
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Ishares Tr Investment Grade (IGEB)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Core S&p500 Etf (IVV)
Global X Fds Us Pfd Etf (PFFD)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Nuveen Insured Tax-Free Adv Munici (NEA)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Apple (AAPL)

View all positions for Hennion & Walsh Asset Management

Top funds holding Heritage Financial Corporation

BlackRock
Vanguard Group
Jennison Associates
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Northern Trust
Arrowstreet Capital, Limited Partnership
Ameriprise Financial
Goldman Sachs Group
Invesco
Bank of New York Mellon

View all funds holding Heritage Financial Corporation