CWP
HTB

Concord Wealth Partners’s HomeTrust Bancshares HTB Stock Holding History

Concord Wealth Partners’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,198
Closed -$81K – 1070
2020
Q4 		$81K Buy
+4,198
New +$72.4K 0.06% 153

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MCM
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KCM
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State Street
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MI
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JP Morgan Chase
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Concord Wealth Partners's HTB Position: Q1 2021 in Review

Concord Wealth Partners sold out of HomeTrust Bancshares (HTB) in Q1 2021, closing a stake of 4,198 shares — an estimated $81K sold.

Concord Wealth Partners first reported a position in HTB in Q4 2020 and held it in 1 quarter. The position peaked at $81K in Q4 2020. 83 funds tracked by Wall St. Rank hold HTB as of Q1 2021.

  • Concord Wealth Partners reported no remaining HomeTrust Bancshares position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 4,198 HomeTrust Bancshares shares in Q1 2021, an estimated $81K.
  • Concord Wealth Partners first reported a position in HomeTrust Bancshares in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's HomeTrust Bancshares position peaked at $81K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.