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Accurate Wealth Management’s Heartland Express HTLD Stock Holding History

Accurate 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
Q1 		– Sell
-70
Closed -$1.12K – 772
2022
Q4 		$1.12K Buy
+70
New +$1.08K ﹤0.01% 1346

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Accurate Wealth Management's HTLD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Heartland Express (HTLD) in Q1 2023, closing a stake of 70 shares — an estimated $1.12K sold.

Accurate Wealth Management first reported a position in HTLD in Q4 2022 and held it in 1 quarter. The position peaked at $1.12K in Q4 2022. 174 funds tracked by Wall St. Rank hold HTLD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Heartland Express position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 70 Heartland Express shares in Q1 2023, an estimated $1.12K.
  • Accurate Wealth Management first reported a position in Heartland Express in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Heartland Express position peaked at $1.12K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Heartland Express as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.