Sowell Financial Services
HTLF icon

Sowell Financial Services’s Heartland Financial USA, Inc. HTLF Stock Holding History

Sowell Financial Services’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-124
Closed -$6K – 2860
2021
Q1 		$6K Buy
+124
New +$5.83K ﹤0.01% 2561
2020
Q4 		– Sell
-1,549
Closed -$46K – 2884
2020
Q3 		$46K Buy
1,549
+9
+0.6% +$289 ﹤0.01% 1253
2020
Q2 		$51K Buy
1,540
+1,500
+3,750% +$46.9K ﹤0.01% 1158
2020
Q1 		$1K Hold
40
– – ﹤0.01% 2349
2019
Q4 		$2K Hold
40
– – ﹤0.01% 2258
2019
Q3 		$2K Buy
+40
New +$1.78K ﹤0.01% 2152

Other funds holding HTLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's HTLF Position: Q2 2021 in Review

Sowell Financial Services sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2021, closing a stake of 124 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in HTLF in Q3 2019 and held it in 6 quarters. The position peaked at $51K in Q2 2020. 173 funds tracked by Wall St. Rank hold HTLF as of Q2 2021.

  • Sowell Financial Services reported no remaining Heartland Financial USA, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 124 Heartland Financial USA, Inc. shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Heartland Financial USA, Inc. in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Heartland Financial USA, Inc. position peaked at $51K in Q2 2020.
  • 173 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.