GWSA
HTLF

Global Wealth Strategies & Associates’s Heartland Financial USA, Inc. HTLF Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q2 		– Sell
-210
Closed -$6.53K – 358
2023
Q1 		$8.06K Hold
210
– – ﹤0.01% 183
2022
Q4 		$9.79K Buy
+210
New +$9.93K 0.01% 151

Other funds holding HTLF

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EARNEST Partners
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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Global Wealth Strategies & Associates's HTLF Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2023, closing a stake of 210 shares — an estimated $6.53K sold.

Global Wealth Strategies & Associates first reported a position in HTLF in Q4 2022 and held it in 2 quarters. The position peaked at $9.79K in Q4 2022. 179 funds tracked by Wall St. Rank hold HTLF as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining Heartland Financial USA, Inc. position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 210 Heartland Financial USA, Inc. shares in Q2 2023, an estimated $6.53K.
  • Global Wealth Strategies & Associates first reported a position in Heartland Financial USA, Inc. in Q4 2022 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Heartland Financial USA, Inc. position peaked at $9.79K in Q4 2022.
  • 179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.