AF
HTLF

Affiance Financial’s Heartland Financial USA, Inc. HTLF Stock Holding History

Affiance Financial’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-869
Closed -$40.5K – 432
2022
Q4 		$40.5K Buy
+869
New +$41.1K 0.02% 181

Other funds holding HTLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Affiance Financial's HTLF Position: Q1 2023 in Review

Affiance Financial sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2023, closing a stake of 869 shares — an estimated $40.5K sold.

Affiance Financial first reported a position in HTLF in Q4 2022 and held it in 1 quarter. The position peaked at $40.5K in Q4 2022. 193 funds tracked by Wall St. Rank hold HTLF as of Q1 2023.

  • Affiance Financial reported no remaining Heartland Financial USA, Inc. position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 869 Heartland Financial USA, Inc. shares in Q1 2023, an estimated $40.5K.
  • Affiance Financial first reported a position in Heartland Financial USA, Inc. in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Heartland Financial USA, Inc. position peaked at $40.5K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.