TFA
HTLF

Toth Financial Advisory’s Heartland Financial USA, Inc. HTLF Stock Holding History

Toth Financial Advisory’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
-40
Closed -$1.53K – 909
2023
Q1 		$1.53K Hold
40
– – ﹤0.01% 697
2022
Q4 		$1.86K Hold
40
– – ﹤0.01% 599
2022
Q3 		$2K Buy
+40
New +$1.77K ﹤0.01% 666

Other funds holding HTLF

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Toth Financial Advisory's HTLF Position: Q2 2023 in Review

Toth Financial Advisory sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2023, closing a stake of 40 shares — an estimated $1.53K sold.

Toth Financial Advisory first reported a position in HTLF in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 179 funds tracked by Wall St. Rank hold HTLF as of Q2 2023.

  • Toth Financial Advisory reported no remaining Heartland Financial USA, Inc. position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 40 Heartland Financial USA, Inc. shares in Q2 2023, an estimated $1.53K.
  • Toth Financial Advisory first reported a position in Heartland Financial USA, Inc. in Q3 2022 and held it in 3 quarters.
  • Toth Financial Advisory's Heartland Financial USA, Inc. position peaked at $2K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.