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Avior Wealth Management’s Hilltop Holdings HTH Stock Holding History

Avior Wealth Management’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$281 – 2925
2024
Q1 		$281 Buy
+9
New +$286 ﹤0.01% 2745

Other funds holding HTH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avior Wealth Management sold out of Hilltop Holdings (HTH) in Q2 2024, closing a stake of 9 shares — an estimated $281 sold.

Avior Wealth Management first reported a position in HTH in Q1 2024 and held it in 1 quarter. The position peaked at $281 in Q1 2024. 187 funds tracked by Wall St. Rank hold HTH as of Q2 2024.

  • Avior Wealth Management reported no remaining Hilltop Holdings position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Hilltop Holdings shares in Q2 2024, an estimated $281.
  • Avior Wealth Management first reported a position in Hilltop Holdings in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Hilltop Holdings position peaked at $281 in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2024.

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