CAAS
HTLD icon

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

Capital Asset 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
2021
Q1 		– Sell
-154
Closed -$3K – 1033
2020
Q4 		$3K Buy
+154
New +$2.9K ﹤0.01% 1373

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Asset Advisory Services's HTLD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Heartland Express (HTLD) in Q1 2021, closing a stake of 154 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in HTLD in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 169 funds tracked by Wall St. Rank hold HTLD as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Heartland Express position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 154 Heartland Express shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in Heartland Express in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Heartland Express position peaked at $3K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Heartland Express as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.