BCA
HTB

Berman Capital Advisors’s HomeTrust Bancshares HTB Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Hold
54
– – ﹤0.01% 1997
2021
Q2 		$1K Hold
54
– – ﹤0.01% 1837
2021
Q1 		$1K Hold
54
– – ﹤0.01% 1716
2020
Q4 		$1K Hold
54
– – ﹤0.01% 1612
2020
Q3 		$0 Buy
+54
New +$778 ﹤0.01% 1803

Other funds holding HTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Berman Capital Advisors's HTB Position: Q3 2021 in Review

Berman Capital Advisors held its HomeTrust Bancshares (HTB) position steady in Q3 2021 at 54 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Berman Capital Advisors first reported a position in HTB in Q3 2020 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold HTB as of Q3 2021.

  • Berman Capital Advisors held 54 shares of HomeTrust Bancshares worth $1K as of Q3 2021.
  • Berman Capital Advisors left its HomeTrust Bancshares share count unchanged in Q3 2021.
  • HomeTrust Bancshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1997 holding.
  • Berman Capital Advisors first reported a position in HomeTrust Bancshares in Q3 2020 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.