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Financial Gravity Asset Management’s Heartland Express HTLD Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		– Sell
-13
Closed – – 1533
2019
Q3 		$0 Hold
13
– – ﹤0.01% 1359
2019
Q2 		$0 Buy
+13
New +$248 ﹤0.01% 1424

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ACH
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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's HTLD Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Heartland Express (HTLD) in Q4 2019, closing a stake of 13 shares.

Financial Gravity Asset Management first reported a position in HTLD in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q3 2019. 157 funds tracked by Wall St. Rank hold HTLD as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Heartland Express position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 13 Heartland Express shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Heartland Express in Q2 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's Heartland Express position peaked at $0 in Q3 2019.
  • 157 funds tracked by Wall St. Rank held Heartland Express as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.