VWA
HTLF

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

V 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
Q3 		– Sell
-7,450
Closed -$208K – 384
2023
Q2 		$208K Buy
+7,450
New +$232K 0.03% 357

Other funds holding HTLF

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

V Wealth Advisors's HTLF Position: Q3 2023 in Review

V Wealth Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q3 2023, closing a stake of 7,450 shares — an estimated $208K sold.

V Wealth Advisors first reported a position in HTLF in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 192 funds tracked by Wall St. Rank hold HTLF as of Q3 2023.

  • V Wealth Advisors reported no remaining Heartland Financial USA, Inc. position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 7,450 Heartland Financial USA, Inc. shares in Q3 2023, an estimated $208K.
  • V Wealth Advisors first reported a position in Heartland Financial USA, Inc. in Q2 2023 and held it in 1 quarter.
  • V Wealth Advisors's Heartland Financial USA, Inc. position peaked at $208K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.