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TCI Wealth Advisors’s Heartland Express HTLD Stock Holding History

TCI 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
Q2 		– Sell
-1,068
Closed -$17K – 1106
2023
Q1 		$17K Hold
1,068
– – ﹤0.01% 797
2022
Q4 		$16.4K Hold
1,068
– – ﹤0.01% 794
2022
Q3 		$15K Hold
1,068
– – ﹤0.01% 797
2022
Q2 		$15K Buy
+1,068
New +$14.8K ﹤0.01% 763
2022
Q1 		– Sell
-251
Closed -$4K – 2316
2021
Q4 		$4K Hold
251
– – ﹤0.01% 1827
2021
Q3 		$4K Buy
+251
New +$4.19K ﹤0.01% 1753
2021
Q2 		– Sell
-483
Closed -$9K – 2373
2021
Q1 		$9K Buy
+483
New +$9.17K ﹤0.01% 909

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's HTLD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Heartland Express (HTLD) in Q2 2023, closing a stake of 1,068 shares — an estimated $17K sold.

TCI Wealth Advisors first reported a position in HTLD in Q1 2021 and held it in 7 quarters. The position peaked at $17K in Q1 2023. 163 funds tracked by Wall St. Rank hold HTLD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Heartland Express position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,068 Heartland Express shares in Q2 2023, an estimated $17K.
  • TCI Wealth Advisors first reported a position in Heartland Express in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Heartland Express position peaked at $17K in Q1 2023.
  • 163 funds tracked by Wall St. Rank held Heartland Express as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.