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

Ten Capital 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	-1,950	Closed	-$74.8K	–	565
2023 Q1	$74.8K	Hold	1,950	–	–	0.02%	187
2022 Q4	$90.9K	Hold	1,950	–	–	0.04%	137
2022 Q3	$85K	Hold	1,950	–	–	0.04%	127
2022 Q2	$81K	Sell	1,950 -161	-8%	-$7.08K	0.04%	126
2022 Q1	$101K	Buy	+2,111	New	+$107K	0.04%	114

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

Ten Capital Wealth Advisors's HTLF Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2023, closing a stake of 1,950 shares — an estimated $74.8K sold.

Ten Capital Wealth Advisors first reported a position in HTLF in Q1 2022 and held it in 5 quarters. The position peaked at $101K in Q1 2022. 179 funds tracked by Wall St. Rank hold HTLF as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Heartland Financial USA, Inc. position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,950 Heartland Financial USA, Inc. shares in Q2 2023, an estimated $74.8K.
Ten Capital Wealth Advisors first reported a position in Heartland Financial USA, Inc. in Q1 2022 and held it in 5 quarters.
Ten Capital Wealth Advisors's Heartland Financial USA, Inc. position peaked at $101K in Q1 2022.
179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.