Denali Advisors’s HomeTrust Bancshares HTB Stock Holding History

Denali Advisors’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
2023 Q2	–	Sell	-1,200	Closed	-$29.5K	–	530
2023 Q1	$29.5K	Buy	+1,200	New	+$31.7K	0.01%	266

Other funds holding HTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Denali Advisors's HTB Position: Q2 2023 in Review

Denali Advisors sold out of HomeTrust Bancshares (HTB) in Q2 2023, closing a stake of 1,200 shares — an estimated $29.5K sold.

Denali Advisors first reported a position in HTB in Q1 2023 and held it in 1 quarter. The position peaked at $29.5K in Q1 2023. 90 funds tracked by Wall St. Rank hold HTB as of Q2 2023.

Denali Advisors reported no remaining HomeTrust Bancshares position as of Q2 2023 after selling out during the quarter.
Denali Advisors sold 1,200 HomeTrust Bancshares shares in Q2 2023, an estimated $29.5K.
Denali Advisors first reported a position in HomeTrust Bancshares in Q1 2023 and held it in 1 quarter.
Denali Advisors's HomeTrust Bancshares position peaked at $29.5K in Q1 2023.
90 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2023.

Based on Denali Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.