FCFC
HTLF

First Citizens Financial Corp’s Heartland Financial USA, Inc. HTLF Stock Holding History

First Citizens Financial Corp’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
2021
Q3 		– Sell
-8,000
Closed -$376K – 115
2021
Q2 		$376K Hold
8,000
– – 0.28% 71
2021
Q1 		$402K Hold
8,000
– – 0.33% 63
2020
Q4 		$323K Buy
+8,000
New +$300K 0.28% 70

Other funds holding HTLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Citizens Financial Corp's HTLF Position: Q3 2021 in Review

First Citizens Financial Corp sold out of Heartland Financial USA, Inc. (HTLF) in Q3 2021, closing a stake of 8,000 shares — an estimated $376K sold.

First Citizens Financial Corp first reported a position in HTLF in Q4 2020 and held it in 3 quarters. The position peaked at $402K in Q1 2021. 179 funds tracked by Wall St. Rank hold HTLF as of Q3 2021.

  • First Citizens Financial Corp reported no remaining Heartland Financial USA, Inc. position as of Q3 2021 after selling out during the quarter.
  • First Citizens Financial Corp sold 8,000 Heartland Financial USA, Inc. shares in Q3 2021, an estimated $376K.
  • First Citizens Financial Corp first reported a position in Heartland Financial USA, Inc. in Q4 2020 and held it in 3 quarters.
  • First Citizens Financial Corp's Heartland Financial USA, Inc. position peaked at $402K in Q1 2021.
  • 179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2021.

Based on First Citizens Financial Corp's 13F filing for Q3 2021, filed 14 Oct 2021.