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CFM Wealth Partners’s Hilltop Holdings HTH Stock Holding History

CFM Wealth Partners’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
2020
Q2 		– Sell
-1,650
Closed -$25K – 527
2020
Q1 		$25K Hold
1,650
– – 0.01% 341
2019
Q4 		$40K Buy
+1,650
New +$40.3K 0.01% 298

Other funds holding HTH

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CFM Wealth Partners's HTH Position: Q2 2020 in Review

CFM Wealth Partners sold out of Hilltop Holdings (HTH) in Q2 2020, closing a stake of 1,650 shares — an estimated $25K sold.

CFM Wealth Partners first reported a position in HTH in Q4 2019 and held it in 2 quarters. The position peaked at $40K in Q4 2019. 182 funds tracked by Wall St. Rank hold HTH as of Q2 2020.

  • CFM Wealth Partners reported no remaining Hilltop Holdings position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,650 Hilltop Holdings shares in Q2 2020, an estimated $25K.
  • CFM Wealth Partners first reported a position in Hilltop Holdings in Q4 2019 and held it in 2 quarters.
  • CFM Wealth Partners's Hilltop Holdings position peaked at $40K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.