ASSETMARK, INC - HERITAGE FINL CORP WASH ownership

HERITAGE FINL CORP WASH's ticker is HFWA and the CUSIP is 42722X106. A total of 149 filers reported holding HERITAGE FINL CORP WASH in Q4 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.1%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of HERITAGE FINL CORP WASH
ValueSharesWeighting
Q3 2023$3,556
+23.6%
218
+22.5%
0.00%
Q2 2023$2,878
-24.4%
1780.0%0.00%
Q1 2023$3,809
-30.2%
1780.0%0.00%
Q4 2022$5,454
+9.1%
178
-1.1%
0.00%
Q3 2022$5,000
+25.0%
180
+9.8%
0.00%
Q2 2022$4,000
+100.0%
164
+144.8%
0.00%
Q1 2022$2,0000.0%67
-19.3%
0.00%
Q4 2021$2,0000.0%83
-2.4%
0.00%
Q3 2021$2,0000.0%850.0%0.00%
Q2 2021$2,0000.0%85
-3.4%
0.00%
Q1 2021$2,0000.0%880.0%0.00%
Q4 2020$2,0000.0%880.0%0.00%
Q3 2020$2,0000.0%880.0%0.00%
Q2 2020$2,000
+100.0%
88
+95.6%
0.00%
Q1 2020$1,000
-50.0%
45
-18.2%
0.00%
Q4 2019$2,000
+100.0%
55
+12.2%
0.00%
Q3 2019$1,000
-50.0%
49
-12.5%
0.00%
Q2 2019$2,000
+100.0%
56
+55.6%
0.00%
Q1 2019$1,0000.0%36
-2.7%
0.00%
Q4 2018$1,0000.0%370.0%0.00%
Q3 2018$1,000
-50.0%
37
-17.8%
0.00%
Q2 2018$2,000
+100.0%
450.0%0.00%
Q1 2018$1,0000.0%450.0%0.00%
Q4 2017$1,00045
+275.0%
0.00%
Q3 2017$0120.00%
Other shareholders
HERITAGE FINL CORP WASH shareholders Q4 2021
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 93,809$2,788,0003.90%
Forest Hill Capital, LLC 329,625$9,796,0003.10%
Stieven Capital Advisors, L.P. 428,271$12,728,0002.46%
THB ASSET MANAGEMENT 412,041$12,245,0001.82%
AlphaOne Investment Services, LLC 115,802$3,442,0001.42%
CARDINAL CAPITAL MANAGEMENT LLC /CT 989,174$29,398,0001.08%
Rosenthal {-} Henry Capital Advisors, Inc. 38,000$1,129,0001.06%
HEARTLAND ADVISORS INC 400,000$11,888,0000.98%
MARTIN & CO INC /TN/ 64,301$1,911,0000.67%
NWAM LLC 69,187$2,056,0000.53%
View complete list of HERITAGE FINL CORP WASH shareholders