Capital Advisory Group Advisory Services’s Heartland Express HTLD Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-1,369	Closed	-$19K	–	326
2022 Q1	$19K	Buy	+1,369	New	+$20.4K	0.01%	305
2021 Q4	–	Sell	-1,369	Closed	-$22K	–	305
2021 Q3	$22K	Buy	1,369 +969	+242%	+$16.2K	0.01%	321
2021 Q2	$7K	Sell	400 -969	-71%	-$17.9K	﹤0.01%	433
2021 Q1	$27K	Hold	1,369	–	–	0.01%	284
2020 Q4	$25K	Hold	1,369	–	–	0.01%	289
2020 Q3	$25K	Hold	1,369	–	–	0.01%	242
2020 Q2	$29K	Hold	1,369	–	–	0.02%	220
2020 Q1	$25K	Buy	+1,369	New	+$26K	0.03%	147
2019 Q4	–	Sell	-4,369	Closed	-$94K	–	297
2019 Q3	$94K	Hold	4,369	–	–	0.06%	115
2019 Q2	$79K	Hold	4,369	–	–	0.05%	130
2019 Q1	$85K	Hold	4,369	–	–	0.06%	116
2018 Q4	$80K	Hold	4,369	–	–	0.06%	114
2018 Q3	$86K	Hold	4,369	–	–	0.06%	115
2018 Q2	$81K	Hold	4,369	–	–	0.06%	108
2018 Q1	$78K	Buy	+4,369	New	+$92.2K	0.06%	113

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Advisory Group Advisory Services's HTLD Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Heartland Express (HTLD) in Q2 2022, closing a stake of 1,369 shares — an estimated $19K sold.

Capital Advisory Group Advisory Services first reported a position in HTLD in Q1 2018 and held it in 15 quarters. The position peaked at $94K in Q3 2019. 161 funds tracked by Wall St. Rank hold HTLD as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Heartland Express position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,369 Heartland Express shares in Q2 2022, an estimated $19K.
Capital Advisory Group Advisory Services first reported a position in Heartland Express in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Heartland Express position peaked at $94K in Q3 2019.
161 funds tracked by Wall St. Rank held Heartland Express as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.