ERWM
HTLF

Elk River Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Elk River Wealth Management’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
2022
Q2 		– Sell
-6,439
Closed -$308K – 118
2022
Q1 		$308K Sell
6,439
-3,125
-33% -$158K 0.07% 100
2021
Q4 		$484K Buy
+9,564
New +$482K 0.11% 84

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EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Elk River Wealth Management's HTLF Position: Q2 2022 in Review

Elk River Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2022, closing a stake of 6,439 shares — an estimated $308K sold.

Elk River Wealth Management first reported a position in HTLF in Q4 2021 and held it in 2 quarters. The position peaked at $484K in Q4 2021. 181 funds tracked by Wall St. Rank hold HTLF as of Q2 2022.

  • Elk River Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q2 2022 after selling out during the quarter.
  • Elk River Wealth Management sold 6,439 Heartland Financial USA, Inc. shares in Q2 2022, an estimated $308K.
  • Elk River Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 2 quarters.
  • Elk River Wealth Management's Heartland Financial USA, Inc. position peaked at $484K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2022.

Based on Elk River Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.