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Advisornet Financial’s Heartland Express HTLD Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-140
Closed -$1.72K – 2090
2024
Q3 		$1.72K Hold
140
– – ﹤0.01% 1788
2024
Q2 		$1.73K Buy
140
+93
+198% +$1.04K ﹤0.01% 1662
2024
Q1 		$561 Buy
+47
New +$597 ﹤0.01% 1872

Other funds holding HTLD

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisornet Financial's HTLD Position: Q4 2024 in Review

Advisornet Financial sold out of Heartland Express (HTLD) in Q4 2024, closing a stake of 140 shares — an estimated $1.72K sold.

Advisornet Financial first reported a position in HTLD in Q1 2024 and held it in 3 quarters. The position peaked at $1.73K in Q2 2024. 176 funds tracked by Wall St. Rank hold HTLD as of Q4 2024.

  • Advisornet Financial reported no remaining Heartland Express position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 140 Heartland Express shares in Q4 2024, an estimated $1.72K.
  • Advisornet Financial first reported a position in Heartland Express in Q1 2024 and held it in 3 quarters.
  • Advisornet Financial's Heartland Express position peaked at $1.73K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.