Sutton Wealth Advisors’s Heartland Express HTLD Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-43	Closed	-$660	–	1150
2022 Q4	$660	Hold	43	–	–	﹤0.01%	1435
2022 Q3	$615	Hold	43	–	–	﹤0.01%	1429
2022 Q2	$598	Sell	43 -563	-93%	-$7.78K	﹤0.01%	1417
2022 Q1	$8.53K	Sell	606 -495	-45%	-$7.38K	﹤0.01%	980
2021 Q4	$18.5K	Hold	1,101	–	–	0.01%	729
2021 Q3	$17.6K	Buy	1,101 +275	+33%	+$4.59K	0.01%	733
2021 Q2	$14.1K	Sell	826 -410	-33%	-$7.57K	0.01%	803
2021 Q1	$24.2K	Hold	1,236	–	–	0.01%	618
2020 Q4	$22.4K	Hold	1,236	–	–	0.01%	575
2020 Q3	$23K	Sell	1,236 -180	-13%	-$3.67K	0.01%	503
2020 Q2	$29.5K	Sell	1,416 -295	-17%	-$5.92K	0.02%	430
2020 Q1	$31.8K	Hold	1,711	–	–	0.02%	356
2019 Q4	$36K	Hold	1,711	–	–	0.02%	406
2019 Q3	$36.8K	Hold	1,711	–	–	0.02%	388
2019 Q2	$30.9K	Hold	1,711	–	–	0.02%	446
2019 Q1	$33K	Hold	1,711	–	–	0.02%	407
2018 Q4	$31.3K	Hold	1,711	–	–	0.02%	378
2018 Q3	$33.8K	Hold	1,711	–	–	0.02%	402
2018 Q2	$31.7K	Hold	1,711	–	–	0.02%	413
2018 Q1	$30.8K	Hold	1,711	–	–	0.02%	406
2017 Q4	$39.9K	Hold	1,711	–	–	0.03%	336
2017 Q3	$42.9K	Hold	1,711	–	–	0.03%	304
2017 Q2	$35.6K	Hold	1,711	–	–	0.03%	334
2017 Q1	$34.3K	Hold	1,711	–	–	0.03%	340
2016 Q4	$34.8K	Hold	1,711	–	–	0.03%	335
2016 Q3	$32.3K	Hold	1,711	–	–	0.03%	336
2016 Q2	$29.8K	Hold	1,711	–	–	0.03%	340
2016 Q1	$31.7K	Buy	+1,711	New	+$30.7K	0.03%	325

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Sutton Wealth Advisors's HTLD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Heartland Express (HTLD) in Q1 2023, closing a stake of 43 shares — an estimated $660 sold.

Sutton Wealth Advisors first reported a position in HTLD in Q1 2016 and held it in 28 quarters. The position peaked at $42.9K in Q3 2017. 174 funds tracked by Wall St. Rank hold HTLD as of Q1 2023.

Sutton Wealth Advisors reported no remaining Heartland Express position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 43 Heartland Express shares in Q1 2023, an estimated $660.
Sutton Wealth Advisors first reported a position in Heartland Express in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Heartland Express position peaked at $42.9K in Q3 2017.
174 funds tracked by Wall St. Rank held Heartland Express as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.