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

Wipfli Financial 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
2022 Q3	$31K	Buy	+720	New	+$31.9K	﹤0.01%	1365

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's HTLF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Heartland Financial USA, Inc. (HTLF) in Q3 2022: 720 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings.

182 funds tracked by Wall St. Rank hold HTLF as of Q3 2022.

Wipfli Financial Advisors held 720 shares of Heartland Financial USA, Inc. worth $31K as of Q3 2022.
Heartland Financial USA, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
Heartland Financial USA, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1365 holding.
182 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.