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Carolina Wealth Advisors’s Hilltop Holdings HTH Stock Holding History

Carolina Wealth Advisors’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
2021
Q4 		– Sell
-55
Closed -$2K – 283
2021
Q3 		$2K Hold
55
– – ﹤0.01% 242
2021
Q2 		$2K Buy
+55
New +$1.96K ﹤0.01% 259

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return

Carolina Wealth Advisors's HTH Position: Q4 2021 in Review

Carolina Wealth Advisors sold out of Hilltop Holdings (HTH) in Q4 2021, closing a stake of 55 shares — an estimated $2K sold.

Carolina Wealth Advisors first reported a position in HTH in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 212 funds tracked by Wall St. Rank hold HTH as of Q4 2021.

  • Carolina Wealth Advisors reported no remaining Hilltop Holdings position as of Q4 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 55 Hilltop Holdings shares in Q4 2021, an estimated $2K.
  • Carolina Wealth Advisors first reported a position in Hilltop Holdings in Q2 2021 and held it in 2 quarters.
  • Carolina Wealth Advisors's Hilltop Holdings position peaked at $2K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held Hilltop Holdings as of Q4 2021.

Based on Carolina Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.