Cetera Investment Advisers
HBT icon

Cetera Investment Advisers’s HBT Financial HBT Stock Holding History

Cetera Investment Advisers’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
-332,333
Closed -$7.27M – 3826
2024
Q3 		$7.27M Sell
332,333
-3,101
-0.9% -$67.9K 0.02% 825
2024
Q2 		$6.85M Sell
335,434
-8,266
-2% -$157K 0.02% 835
2024
Q1 		$6.54M Sell
343,700
-15,326
-4% -$299K 0.02% 842
2023
Q4 		$7.58M Sell
359,026
-333
-0.1% -$6.4K 0.06% 305
2023
Q3 		$6.55M Sell
359,359
-10,040
-3% -$191K 0.06% 332
2023
Q2 		$6.81M Sell
369,399
-13,310
-3% -$244K 0.06% 314
2023
Q1 		$7.55M Buy
382,709
+150
+0% +$3.13K 0.07% 276
2022
Q4 		$7.49M Sell
382,559
-12,342
-3% -$243K 0.07% 271
2022
Q3 		$7.17M Sell
394,901
-250
-0.1% -$4.54K 0.14% 149
2022
Q2 		$7.06M Sell
395,151
-8,160
-2% -$143K 0.11% 188
2022
Q1 		$7.33M Sell
403,311
-1,590
-0.4% -$30.3K 0.11% 209
2021
Q4 		$7.58M Sell
404,901
-3,800
-0.9% -$68.5K 0.11% 204
2021
Q3 		$6.36M Buy
408,701
+41,799
+11% +$676K 0.1% 219
2021
Q2 		$6.39M Buy
366,902
+34,494
+10% +$612K 0.1% 214
2021
Q1 		$5.69M Buy
332,408
+284,708
+597% +$4.62M 0.11% 200
2020
Q4 		$723K Buy
+47,700
New +$647K 0.01% 797

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

Cetera Investment Advisers's HBT Position: Q4 2024 in Review

Cetera Investment Advisers sold out of HBT Financial (HBT) in Q4 2024, closing a stake of 332,333 shares — an estimated $7.27M sold.

Cetera Investment Advisers first reported a position in HBT in Q4 2020 and held it in 16 quarters. The position peaked at $7.58M in Q4 2021. 98 funds tracked by Wall St. Rank hold HBT as of Q4 2024.

  • Cetera Investment Advisers reported no remaining HBT Financial position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 332,333 HBT Financial shares in Q4 2024, an estimated $7.27M.
  • Cetera Investment Advisers first reported a position in HBT Financial in Q4 2020 and held it in 16 quarters.
  • Cetera Investment Advisers's HBT Financial position peaked at $7.58M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held HBT Financial as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.