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BOK Financial Private Wealth’s Hilltop Holdings HTH Stock Holding History

BOK Financial Private Wealth’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
2022
Q4 		– Sell
-5,200
Closed -$129K – 372
2022
Q3 		$129K Hold
5,200
– – 0.01% 190
2022
Q2 		$139K Buy
+5,200
New +$148K 0.01% 190

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BOK Financial Private Wealth's HTH Position: Q4 2022 in Review

BOK Financial Private Wealth sold out of Hilltop Holdings (HTH) in Q4 2022, closing a stake of 5,200 shares — an estimated $129K sold.

BOK Financial Private Wealth first reported a position in HTH in Q2 2022 and held it in 2 quarters. The position peaked at $139K in Q2 2022. 186 funds tracked by Wall St. Rank hold HTH as of Q4 2022.

  • BOK Financial Private Wealth reported no remaining Hilltop Holdings position as of Q4 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 5,200 Hilltop Holdings shares in Q4 2022, an estimated $129K.
  • BOK Financial Private Wealth first reported a position in Hilltop Holdings in Q2 2022 and held it in 2 quarters.
  • BOK Financial Private Wealth's Hilltop Holdings position peaked at $139K in Q2 2022.
  • 186 funds tracked by Wall St. Rank held Hilltop Holdings as of Q4 2022.

Based on BOK Financial Private Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.