Beaird Harris Wealth Management’s Hilltop Holdings HTH Stock Holding History

Beaird Harris 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 Q3	–	Sell	-4,223	Closed	-$132K	–	611
2024 Q2	$132K	Hold	4,223	–	–	0.01%	148
2024 Q1	$132K	Hold	4,223	–	–	0.01%	140
2023 Q4	$149K	Hold	4,223	–	–	0.02%	124
2023 Q3	$120K	Hold	4,223	–	–	0.01%	121
2023 Q2	$133K	Hold	4,223	–	–	0.02%	123
2023 Q1	$125K	Hold	4,223	–	–	0.02%	116
2022 Q4	$127K	Hold	4,223	–	–	0.02%	117
2022 Q3	$105K	Buy	+4,223	New	+$115K	0.02%	110
2022 Q2	–	Sell	-4,223	Closed	-$124K	–	499
2022 Q1	$124K	Hold	4,223	–	–	0.04%	114
2021 Q4	$148K	Buy	+4,223	New	+$149K	0.05%	129

Other funds holding HTH

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Beaird Harris Wealth Management's HTH Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Hilltop Holdings (HTH) in Q3 2024, closing a stake of 4,223 shares — an estimated $132K sold.

Beaird Harris Wealth Management first reported a position in HTH in Q4 2021 and held it in 10 quarters. The position peaked at $149K in Q4 2023. 198 funds tracked by Wall St. Rank hold HTH as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Hilltop Holdings position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 4,223 Hilltop Holdings shares in Q3 2024, an estimated $132K.
Beaird Harris Wealth Management first reported a position in Hilltop Holdings in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Hilltop Holdings position peaked at $149K in Q4 2023.
198 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.