FPFS
HTB

First Personal Financial Services’s HomeTrust Bancshares HTB Stock Holding History

First Personal Financial Services’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
Q4 		– Sell
-521
Closed -$11.3K – 408
2023
Q3 		$11.3K Hold
521
– – ﹤0.01% 296
2023
Q2 		$10.9K Buy
+521
New +$11.1K ﹤0.01% 305

Other funds holding HTB

BlackRock
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
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
Renaissance Technologies
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Personal Financial Services's HTB Position: Q4 2023 in Review

First Personal Financial Services sold out of HomeTrust Bancshares (HTB) in Q4 2023, closing a stake of 521 shares — an estimated $11.3K sold.

First Personal Financial Services first reported a position in HTB in Q2 2023 and held it in 2 quarters. The position peaked at $11.3K in Q3 2023. 94 funds tracked by Wall St. Rank hold HTB as of Q4 2023.

  • First Personal Financial Services reported no remaining HomeTrust Bancshares position as of Q4 2023 after selling out during the quarter.
  • First Personal Financial Services sold 521 HomeTrust Bancshares shares in Q4 2023, an estimated $11.3K.
  • First Personal Financial Services first reported a position in HomeTrust Bancshares in Q2 2023 and held it in 2 quarters.
  • First Personal Financial Services's HomeTrust Bancshares position peaked at $11.3K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q4 2023.

Based on First Personal Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.