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McGlone Suttner Wealth Management’s Heartland Express HTLD Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1
Closed -$9 – 463
2023
Q4 		$9 Buy
+1
New +$14 ﹤0.01% 833

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ACH
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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McGlone Suttner Wealth Management's HTLD Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Heartland Express (HTLD) in Q1 2024, closing a stake of 1 share — an estimated $9 sold.

McGlone Suttner Wealth Management first reported a position in HTLD in Q4 2023 and held it in 1 quarter. The position peaked at $9 in Q4 2023. 168 funds tracked by Wall St. Rank hold HTLD as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Heartland Express position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1 Heartland Express share in Q1 2024, an estimated $9.
  • McGlone Suttner Wealth Management first reported a position in Heartland Express in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Heartland Express position peaked at $9 in Q4 2023.
  • 168 funds tracked by Wall St. Rank held Heartland Express as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.