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Concurrent Investment Advisors’s Heartland Express HTLD Stock Holding History

Concurrent Investment Advisors’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
-56,327
Closed -$673K – 1035
2024
Q1 		$673K Buy
+56,327
New +$716K 0.03% 472

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

Concurrent Investment Advisors's HTLD Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of Heartland Express (HTLD) in Q2 2024, closing a stake of 56,327 shares — an estimated $673K sold.

Concurrent Investment Advisors first reported a position in HTLD in Q1 2024 and held it in 1 quarter. The position peaked at $673K in Q1 2024. 154 funds tracked by Wall St. Rank hold HTLD as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining Heartland Express position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 56,327 Heartland Express shares in Q2 2024, an estimated $673K.
  • Concurrent Investment Advisors first reported a position in Heartland Express in Q1 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Heartland Express position peaked at $673K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Heartland Express as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.