Koshinski Asset Management
HTLF

Koshinski Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-770
Closed -$36.8K – 2033
2022
Q1 		$36.8K Sell
770
-350
-31% -$17.7K ﹤0.01% 1228
2021
Q4 		$56.7K Hold
1,120
– – ﹤0.01% 1077
2021
Q3 		$53.9K Buy
+1,120
New +$52K ﹤0.01% 1085

Other funds holding HTLF

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
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 $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Koshinski Asset Management's HTLF Position: Q2 2022 in Review

Koshinski Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2022, closing a stake of 770 shares — an estimated $36.8K sold.

Koshinski Asset Management first reported a position in HTLF in Q3 2021 and held it in 3 quarters. The position peaked at $56.7K in Q4 2021. 181 funds tracked by Wall St. Rank hold HTLF as of Q2 2022.

  • Koshinski Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 770 Heartland Financial USA, Inc. shares in Q2 2022, an estimated $36.8K.
  • Koshinski Asset Management first reported a position in Heartland Financial USA, Inc. in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Heartland Financial USA, Inc. position peaked at $56.7K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.