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Accel Wealth Management’s Heartland Express HTLD Stock Holding History

Accel Wealth Management’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-633
Closed -$10.1K – 477
2023
Q1 		$10.1K Hold
633
– – ﹤0.01% 876
2022
Q4 		$9.7K Buy
633
+2
+0.3% +$31 ﹤0.01% 717
2022
Q3 		$9K Hold
631
– – ﹤0.01% 756
2022
Q2 		$9K Buy
631
+2
+0.3% +$28 0.01% 723
2022
Q1 		$8K Hold
629
– – ﹤0.01% 740
2021
Q4 		$11K Buy
629
+20
+3% +$335 0.01% 695
2021
Q3 		$10K Buy
609
+1
+0.2% +$17 0.01% 637
2021
Q2 		$10K Hold
608
– – 0.01% 692
2021
Q1 		$12K Buy
+608
New +$11.5K 0.01% 619

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accel Wealth Management's HTLD Position: Q2 2023 in Review

Accel Wealth Management sold out of Heartland Express (HTLD) in Q2 2023, closing a stake of 633 shares — an estimated $10.1K sold.

Accel Wealth Management first reported a position in HTLD in Q1 2021 and held it in 9 quarters. The position peaked at $12K in Q1 2021. 163 funds tracked by Wall St. Rank hold HTLD as of Q2 2023.

  • Accel Wealth Management reported no remaining Heartland Express position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 633 Heartland Express shares in Q2 2023, an estimated $10.1K.
  • Accel Wealth Management first reported a position in Heartland Express in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's Heartland Express position peaked at $12K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Heartland Express as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.