TCWP’s Heartland Express HTLD Stock Holding History

TCWP’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
2022 Q2	–	Sell	-137	Closed	-$1K	–	920
2022 Q1	$1K	Buy	+137	New	+$2.04K	﹤0.01%	1530

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

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

GKIM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCWP's HTLD Position: Q2 2022 in Review

TCWP sold out of Heartland Express (HTLD) in Q2 2022, closing a stake of 137 shares — an estimated $1K sold.

TCWP first reported a position in HTLD in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 161 funds tracked by Wall St. Rank hold HTLD as of Q2 2022.

TCWP reported no remaining Heartland Express position as of Q2 2022 after selling out during the quarter.
TCWP sold 137 Heartland Express shares in Q2 2022, an estimated $1K.
TCWP first reported a position in Heartland Express in Q1 2022 and held it in 1 quarter.
TCWP's Heartland Express position peaked at $1K in Q1 2022.
161 funds tracked by Wall St. Rank held Heartland Express as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.