AWM
HTB

Avior Wealth Management’s HomeTrust Bancshares HTB Stock Holding History

Avior Wealth Management’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$54 – 3806
2024
Q1 		$54 Buy
+2
New +$53 ﹤0.01% 3442

Other funds holding HTB

FCM
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Avior Wealth Management sold out of HomeTrust Bancshares (HTB) in Q2 2024, closing a stake of 2 shares — an estimated $54 sold.

Avior Wealth Management first reported a position in HTB in Q1 2024 and held it in 1 quarter. The position peaked at $54 in Q1 2024. 96 funds tracked by Wall St. Rank hold HTB as of Q2 2024.

  • Avior Wealth Management reported no remaining HomeTrust Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 HomeTrust Bancshares shares in Q2 2024, an estimated $54.
  • Avior Wealth Management first reported a position in HomeTrust Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's HomeTrust Bancshares position peaked at $54 in Q1 2024.
  • 96 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2024.

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