A detailed history of Capital Performance Advisors LLP transactions in Heritage Financial Corp stock. As of the latest transaction made, Capital Performance Advisors LLP holds 47 shares of HFWA stock, worth $1,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47
Holding current value
$1,259
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$17.13 - $23.17 $805 - $1,088
47 New
47 $1,000

Others Institutions Holding HFWA

About HERITAGE FINANCIAL CORP


  • Ticker HFWA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 35,104,200
  • Market Cap $941M
  • Description
  • Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...
More about HFWA
Track This Portfolio

Track Capital Performance Advisors LLP Portfolio

Follow Capital Performance Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.