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

CoreCap 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
2024 Q3	–	Sell	-35	Closed	-$1.56K	–	2763
2024 Q2	$1.56K	Buy	+35	New	+$1.42K	﹤0.01%	1353

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

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

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

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

CoreCap Advisors's HTLF Position: Q3 2024 in Review

CoreCap Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q3 2024, closing a stake of 35 shares — an estimated $1.56K sold.

CoreCap Advisors first reported a position in HTLF in Q2 2024 and held it in 1 quarter. The position peaked at $1.56K in Q2 2024. 220 funds tracked by Wall St. Rank hold HTLF as of Q3 2024.

CoreCap Advisors reported no remaining Heartland Financial USA, Inc. position as of Q3 2024 after selling out during the quarter.
CoreCap Advisors sold 35 Heartland Financial USA, Inc. shares in Q3 2024, an estimated $1.56K.
CoreCap Advisors first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 1 quarter.
CoreCap Advisors's Heartland Financial USA, Inc. position peaked at $1.56K in Q2 2024.
220 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2024.

Based on CoreCap Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.