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Harvest Group Wealth Management’s Heartland Express HTLD Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-101
Closed -$2K – 707
2019
Q4 		$2K Hold
101
– – ﹤0.01% 622
2019
Q3 		$2K Buy
+101
New +$2.02K ﹤0.01% 702
2019
Q2 		– Sell
-145
Closed -$2.77K – 952
2019
Q1 		$3K Buy
+145
New +$2.88K ﹤0.01% 499

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Group Wealth Management's HTLD Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Heartland Express (HTLD) in Q1 2020, closing a stake of 101 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in HTLD in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 157 funds tracked by Wall St. Rank hold HTLD as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Heartland Express position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 101 Heartland Express shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Heartland Express in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Heartland Express position peaked at $3K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Heartland Express as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.