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Graves Light Lenhart Wealth’s Heartland Express HTLD Stock Holding History

Graves Light Lenhart Wealth’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
Q4 		– Sell
-557
Closed -$9K – 743
2021
Q3 		$9K Buy
557
+152
+38% +$2.54K ﹤0.01% 570
2021
Q2 		$7K Buy
405
+365
+913% +$6.74K ﹤0.01% 601
2021
Q1 		$1K Sell
40
-243
-86% -$4.62K ﹤0.01% 703
2020
Q4 		$5K Buy
+283
New +$5.34K ﹤0.01% 618

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Graves Light Lenhart Wealth's HTLD Position: Q4 2021 in Review

Graves Light Lenhart Wealth sold out of Heartland Express (HTLD) in Q4 2021, closing a stake of 557 shares — an estimated $9K sold.

Graves Light Lenhart Wealth first reported a position in HTLD in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 161 funds tracked by Wall St. Rank hold HTLD as of Q4 2021.

  • Graves Light Lenhart Wealth reported no remaining Heartland Express position as of Q4 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 557 Heartland Express shares in Q4 2021, an estimated $9K.
  • Graves Light Lenhart Wealth first reported a position in Heartland Express in Q4 2020 and held it in 4 quarters.
  • Graves Light Lenhart Wealth's Heartland Express position peaked at $9K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Heartland Express as of Q4 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.