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Sowell Financial Services’s Heartland Express HTLD Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-1,300
Closed -$24K – 3186
2020
Q4 		$24K Sell
1,300
-57
-4% -$1.07K ﹤0.01% 1655
2020
Q3 		$25K Buy
1,357
+1,300
+2,281% +$26.5K ﹤0.01% 1461
2020
Q2 		$1K Hold
57
– – ﹤0.01% 2314
2020
Q1 		$1K Hold
57
– – ﹤0.01% 2252
2019
Q4 		$1K Hold
57
– – ﹤0.01% 2351
2019
Q3 		$1K Buy
+57
New +$1.14K ﹤0.01% 2252

Other funds holding HTLD

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American Century Companies
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's HTLD Position: Q1 2021 in Review

Sowell Financial Services sold out of Heartland Express (HTLD) in Q1 2021, closing a stake of 1,300 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in HTLD in Q3 2019 and held it in 6 quarters. The position peaked at $25K in Q3 2020. 169 funds tracked by Wall St. Rank hold HTLD as of Q1 2021.

  • Sowell Financial Services reported no remaining Heartland Express position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,300 Heartland Express shares in Q1 2021, an estimated $24K.
  • Sowell Financial Services first reported a position in Heartland Express in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Heartland Express position peaked at $25K in Q3 2020.
  • 169 funds tracked by Wall St. Rank held Heartland Express as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.