Liberty Wealth Management’s Heartland Express HTLD Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1,800	Closed	-$29K	–	578
2021 Q3	$29K	Hold	1,800	–	–	0.01%	548
2021 Q2	$31K	Hold	1,800	–	–	0.01%	411
2021 Q1	$34K	Hold	1,800	–	–	0.02%	358
2020 Q4	$34K	Hold	1,800	–	–	0.02%	355
2020 Q3	$33K	Hold	1,800	–	–	0.02%	311
2020 Q2	$37K	Hold	1,800	–	–	0.03%	264
2020 Q1	$33K	Hold	1,800	–	–	0.03%	268
2019 Q4	$38K	Sell	1,800 -200	-10%	-$4.29K	0.03%	301
2019 Q3	$43K	Hold	2,000	–	–	0.04%	253
2019 Q2	$36K	Hold	2,000	–	–	0.03%	302
2019 Q1	$38K	Hold	2,000	–	–	0.03%	237
2018 Q4	$36K	Buy	+2,000	New	+$38.1K	0.03%	227

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's HTLD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Heartland Express (HTLD) in Q4 2021, closing a stake of 1,800 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in HTLD in Q4 2018 and held it in 12 quarters. The position peaked at $43K in Q3 2019. 161 funds tracked by Wall St. Rank hold HTLD as of Q4 2021.

Liberty Wealth Management reported no remaining Heartland Express position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,800 Heartland Express shares in Q4 2021, an estimated $29K.
Liberty Wealth Management first reported a position in Heartland Express in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Heartland Express position peaked at $43K in Q3 2019.
161 funds tracked by Wall St. Rank held Heartland Express as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.