AWM
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Avior Wealth Management’s HBT Financial HBT Stock Holding History

Avior Wealth Management’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$38 – 2885
2024
Q1 		$38 Buy
+2
New +$39 ﹤0.01% 3550

Other funds holding HBT

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Avior Wealth Management's HBT Position: Q2 2024 in Review

Avior Wealth Management sold out of HBT Financial (HBT) in Q2 2024, closing a stake of 2 shares — an estimated $38 sold.

Avior Wealth Management first reported a position in HBT in Q1 2024 and held it in 1 quarter. The position peaked at $38 in Q1 2024. 84 funds tracked by Wall St. Rank hold HBT as of Q2 2024.

  • Avior Wealth Management reported no remaining HBT Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 HBT Financial shares in Q2 2024, an estimated $38.
  • Avior Wealth Management first reported a position in HBT Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's HBT Financial position peaked at $38 in Q1 2024.
  • 84 funds tracked by Wall St. Rank held HBT Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.