Advisory Services Network’s Heartland Express HTLD Stock Holding History

Advisory Services Network’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	-44	Closed	-$700	–	2426
2023 Q1	$700	Hold	44	–	–	﹤0.01%	3675
2022 Q4	$675	Buy	+44	New	+$679	﹤0.01%	3685
2021 Q3	–	Sell	-25	Closed	–	–	2231
2021 Q2	$0	Buy	+25	New	+$462	﹤0.01%	3616
2021 Q1	–	Sell	-25	Closed	–	–	2043
2020 Q4	$0	Sell	25 -38	-60%	-$717	﹤0.01%	3471
2020 Q3	$1K	Buy	+63	New	+$1.28K	﹤0.01%	3324
2020 Q2	–	Sell	-63	Closed	-$1K	–	1795
2020 Q1	$1K	Buy	63 +38	+152%	+$722	﹤0.01%	2886
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	2955
2019 Q3	$0	Hold	25	–	–	﹤0.01%	2822
2019 Q2	$0	Sell	25 -125	-83%	-$2.39K	﹤0.01%	2855
2019 Q1	$3K	Sell	150 -185	-55%	-$3.67K	﹤0.01%	2244
2018 Q4	$6K	Buy	+335	New	+$6.38K	﹤0.01%	1962
2017 Q3	–	Sell	-103	Closed	-$2K	–	2377
2017 Q2	$2K	Hold	103	–	–	﹤0.01%	2104
2017 Q1	$2K	Buy	+103	New	+$2.09K	﹤0.01%	1968
2016 Q3	$2K	Hold	103	–	–	﹤0.01%	1780
2016 Q2	$2K	Buy	+103	New	+$1.83K	﹤0.01%	1652

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Services Network's HTLD Position: Q2 2023 in Review

Advisory Services Network sold out of Heartland Express (HTLD) in Q2 2023, closing a stake of 44 shares — an estimated $700 sold.

Advisory Services Network first reported a position in HTLD in Q2 2016 and held it in 15 quarters. The position peaked at $6K in Q4 2018. 163 funds tracked by Wall St. Rank hold HTLD as of Q2 2023.

Advisory Services Network reported no remaining Heartland Express position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 44 Heartland Express shares in Q2 2023, an estimated $700.
Advisory Services Network first reported a position in Heartland Express in Q2 2016 and held it in 15 quarters.
Advisory Services Network's Heartland Express position peaked at $6K in Q4 2018.
163 funds tracked by Wall St. Rank held Heartland Express as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.