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Avior Wealth Management’s Heartland Express HTLD Stock Holding History

Avior 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
2024
Q2 		– Sell
-12
Closed -$143 – 2926
2024
Q1 		$143 Buy
+12
New +$153 ﹤0.01% 3027
2023
Q3 		– Sell
-226
Closed -$3.51K – 1632
2023
Q2 		$3.71K Hold
226
– – ﹤0.01% 1256
2023
Q1 		$3.6K Buy
+226
New +$3.67K ﹤0.01% 1292

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's HTLD Position: Q2 2024 in Review

Avior Wealth Management sold out of Heartland Express (HTLD) in Q2 2024, closing a stake of 12 shares — an estimated $143 sold.

Avior Wealth Management first reported a position in HTLD in Q1 2023 and held it in 3 quarters. The position peaked at $3.71K in Q2 2023. 154 funds tracked by Wall St. Rank hold HTLD as of Q2 2024.

  • Avior Wealth Management reported no remaining Heartland Express position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 12 Heartland Express shares in Q2 2024, an estimated $143.
  • Avior Wealth Management first reported a position in Heartland Express in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Heartland Express position peaked at $3.71K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Heartland Express as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.