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Riverview Trust Company’s Heartland Express HTLD Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-1,706
Closed -$25.1K – 333
2023
Q3 		$25.1K Hold
1,706
– – 0.02% 337
2023
Q2 		$28K Hold
1,706
– – 0.03% 283
2023
Q1 		$27.2K Hold
1,706
– – 0.03% 292
2022
Q4 		$26K Hold
1,706
– – 0.02% 302
2022
Q3 		$24K Hold
1,706
– – 0.02% 329
2022
Q2 		$24K Hold
1,706
– – 0.02% 339
2022
Q1 		$24K Buy
+1,706
New +$25.4K 0.02% 404

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Riverview Trust Company's HTLD Position: Q4 2023 in Review

Riverview Trust Company sold out of Heartland Express (HTLD) in Q4 2023, closing a stake of 1,706 shares — an estimated $25.1K sold.

Riverview Trust Company first reported a position in HTLD in Q1 2022 and held it in 7 quarters. The position peaked at $28K in Q2 2023. 158 funds tracked by Wall St. Rank hold HTLD as of Q4 2023.

  • Riverview Trust Company reported no remaining Heartland Express position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 1,706 Heartland Express shares in Q4 2023, an estimated $25.1K.
  • Riverview Trust Company first reported a position in Heartland Express in Q1 2022 and held it in 7 quarters.
  • Riverview Trust Company's Heartland Express position peaked at $28K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.