Blue Trust Inc’s HomeTrust Bancshares HTB Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-13	Closed	–	–	2762
2023 Q4	$0	Buy	+13	New	+$298	﹤0.01%	2722

Other funds holding HTB

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Blue Trust Inc's HTB Position: Q1 2024 in Review

Blue Trust Inc sold out of HomeTrust Bancshares (HTB) in Q1 2024, closing a stake of 13 shares.

Blue Trust Inc first reported a position in HTB in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 98 funds tracked by Wall St. Rank hold HTB as of Q1 2024.

Blue Trust Inc reported no remaining HomeTrust Bancshares position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 13 HomeTrust Bancshares shares in Q1 2024.
Blue Trust Inc first reported a position in HomeTrust Bancshares in Q4 2023 and held it in 1 quarter.
Blue Trust Inc's HomeTrust Bancshares position peaked at $0 in Q4 2023.
98 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.