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Freestone Capital Holdings’s Heartland Express HTLD Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-1,000
Closed -$18.1K – 701
2020
Q4 		$18.1K Hold
1,000
– – ﹤0.01% 751
2020
Q3 		$18.6K Buy
+1,000
New +$20.4K ﹤0.01% 659

Other funds holding HTLD

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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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Capital Holdings's HTLD Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Heartland Express (HTLD) in Q1 2021, closing a stake of 1,000 shares — an estimated $18.1K sold.

Freestone Capital Holdings first reported a position in HTLD in Q3 2020 and held it in 2 quarters. The position peaked at $18.6K in Q3 2020. 169 funds tracked by Wall St. Rank hold HTLD as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Heartland Express position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,000 Heartland Express shares in Q1 2021, an estimated $18.1K.
  • Freestone Capital Holdings first reported a position in Heartland Express in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Heartland Express position peaked at $18.6K in Q3 2020.
  • 169 funds tracked by Wall St. Rank held Heartland Express as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.