CPA
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Capital Performance Advisors’s HBT Financial HBT Stock Holding History

Capital Performance Advisors’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-128
Closed -$2.8K – 1219
2024
Q3 		$2.8K Buy
+128
New +$2.8K ﹤0.01% 1392

Other funds holding HBT

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Performance Advisors's HBT Position: Q4 2024 in Review

Capital Performance Advisors sold out of HBT Financial (HBT) in Q4 2024, closing a stake of 128 shares — an estimated $2.8K sold.

Capital Performance Advisors first reported a position in HBT in Q3 2024 and held it in 1 quarter. The position peaked at $2.8K in Q3 2024. 98 funds tracked by Wall St. Rank hold HBT as of Q4 2024.

  • Capital Performance Advisors reported no remaining HBT Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 128 HBT Financial shares in Q4 2024, an estimated $2.8K.
  • Capital Performance Advisors first reported a position in HBT Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's HBT Financial position peaked at $2.8K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held HBT Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.