Cerro Pacific Wealth Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Cerro Pacific Wealth 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
2020 Q4	$338K	Buy	+8,366	New	+$314K	0.2%	90

Other funds holding HTLF

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cerro Pacific Wealth Advisors's HTLF Position: Q4 2020 in Review

Cerro Pacific Wealth Advisors opened a new position in Heartland Financial USA, Inc. (HTLF) in Q4 2020: 8,366 shares worth $338K. The stake represents 0.2% of the portfolio and ranks #90 among its holdings.

158 funds tracked by Wall St. Rank hold HTLF as of Q4 2020.

Cerro Pacific Wealth Advisors held 8,366 shares of Heartland Financial USA, Inc. worth $338K as of Q4 2020.
Heartland Financial USA, Inc. was a new Cerro Pacific Wealth Advisors position in Q4 2020.
Heartland Financial USA, Inc. made up 0.2% of Cerro Pacific Wealth Advisors's portfolio in Q4 2020, its #90 holding.
158 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2020.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.