HighTower Advisors
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HighTower Advisors’s Heartland Express HTLD Stock Holding History

HighTower Advisors’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
2023
Q1 		– Sell
-24,563
Closed -$384K – 3533
2022
Q4 		$384K Buy
+24,563
New +$379K ﹤0.01% 2307

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Dimensional Fund Advisors
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ACH
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State Street
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Ameriprise
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

HighTower Advisors's HTLD Position: Q1 2023 in Review

HighTower Advisors sold out of Heartland Express (HTLD) in Q1 2023, closing a stake of 24,563 shares — an estimated $384K sold.

HighTower Advisors first reported a position in HTLD in Q4 2022 and held it in 1 quarter. The position peaked at $384K in Q4 2022. 174 funds tracked by Wall St. Rank hold HTLD as of Q1 2023.

  • HighTower Advisors reported no remaining Heartland Express position as of Q1 2023 after selling out during the quarter.
  • HighTower Advisors sold 24,563 Heartland Express shares in Q1 2023, an estimated $384K.
  • HighTower Advisors first reported a position in Heartland Express in Q4 2022 and held it in 1 quarter.
  • HighTower Advisors's Heartland Express position peaked at $384K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Heartland Express as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.