TCI Wealth Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-2	Closed	-$77	–	2360
2023 Q1	$77	Sell	2 -176	-99%	-$8.07K	﹤0.01%	2414
2022 Q4	$8.3K	Hold	178	–	–	﹤0.01%	1203
2022 Q3	$8K	Buy	178 +2	+1%	+$89	﹤0.01%	1201
2022 Q2	$7K	Buy	176 +10	+6%	+$440	﹤0.01%	1303
2022 Q1	$8K	Hold	166	–	–	﹤0.01%	1280
2021 Q4	$8K	Hold	166	–	–	﹤0.01%	1383
2021 Q3	$8K	Buy	166 +81	+95%	+$3.76K	﹤0.01%	1308
2021 Q2	$4K	Buy	+85	New	+$4.23K	﹤0.01%	1662

Other funds holding HTLF

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2023, closing a stake of 2 shares — an estimated $77 sold.

TCI Wealth Advisors first reported a position in HTLF in Q2 2021 and held it in 8 quarters. The position peaked at $8.3K in Q4 2022. 179 funds tracked by Wall St. Rank hold HTLF as of Q2 2023.

TCI Wealth Advisors reported no remaining Heartland Financial USA, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 Heartland Financial USA, Inc. shares in Q2 2023, an estimated $77.
TCI Wealth Advisors first reported a position in Heartland Financial USA, Inc. in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Heartland Financial USA, Inc. position peaked at $8.3K in Q4 2022.
179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2023.

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