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Lionsbridge Wealth Management’s Heartland Express HTLD Stock Holding History

Lionsbridge 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
-4,585
Closed -$94K – 154
2019
Q4 		$94K Buy
+4,585
New +$98.3K 0.09% 55

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ACH
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Dimensional Fund Advisors
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State Street
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GKIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lionsbridge Wealth Management's HTLD Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Heartland Express (HTLD) in Q1 2020, closing a stake of 4,585 shares — an estimated $94K sold.

Lionsbridge Wealth Management first reported a position in HTLD in Q4 2019 and held it in 1 quarter. The position peaked at $94K in Q4 2019. 157 funds tracked by Wall St. Rank hold HTLD as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Heartland Express position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 4,585 Heartland Express shares in Q1 2020, an estimated $94K.
  • Lionsbridge Wealth Management first reported a position in Heartland Express in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Heartland Express position peaked at $94K in Q4 2019.
  • 157 funds tracked by Wall St. Rank held Heartland Express as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.