BIA
HTLF

Bell Investment Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Bell Investment Advisors’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
-23
Closed -$1.07K – 1995
2022
Q4 		$1.07K Buy
23
+11
+92% +$520 ﹤0.01% 1547
2022
Q3 		$1K Hold
12
– – ﹤0.01% 1653
2022
Q2 		$0 Buy
+12
New +$528 ﹤0.01% 1859
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1688
2021
Q3 		$1K Buy
+11
New +$511 ﹤0.01% 1637

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

Bell Investment Advisors's HTLF Position: Q1 2023 in Review

Bell Investment Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2023, closing a stake of 23 shares — an estimated $1.07K sold.

Bell Investment Advisors first reported a position in HTLF in Q3 2021 and held it in 5 quarters. The position peaked at $1.07K in Q4 2022. 193 funds tracked by Wall St. Rank hold HTLF as of Q1 2023.

  • Bell Investment Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 23 Heartland Financial USA, Inc. shares in Q1 2023, an estimated $1.07K.
  • Bell Investment Advisors first reported a position in Heartland Financial USA, Inc. in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's Heartland Financial USA, Inc. position peaked at $1.07K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.