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Ashton Thomas Private Wealth’s Heartland Express HTLD Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-110
Closed -$1.36K – 1160
2024
Q2 		$1.36K Buy
+110
New +$1.23K ﹤0.01% 1802

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Ashton Thomas Private Wealth's HTLD Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Heartland Express (HTLD) in Q3 2024, closing a stake of 110 shares — an estimated $1.36K sold.

Ashton Thomas Private Wealth first reported a position in HTLD in Q2 2024 and held it in 1 quarter. The position peaked at $1.36K in Q2 2024. 163 funds tracked by Wall St. Rank hold HTLD as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Heartland Express position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 110 Heartland Express shares in Q3 2024, an estimated $1.36K.
  • Ashton Thomas Private Wealth first reported a position in Heartland Express in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Heartland Express position peaked at $1.36K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held Heartland Express as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.