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IndexIQ Advisors’s HBT Financial HBT Stock Holding History

IndexIQ Advisors’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
2022
Q1 		– Sell
-24,667
Closed -$462K – 1395
2021
Q4 		$462K Sell
24,667
-1,595
-6% -$28.8K 0.02% 638
2021
Q3 		$408K Buy
26,262
+2,631
+11% +$42.5K 0.01% 801
2021
Q2 		$411K Buy
23,631
+214
+0.9% +$3.8K 0.01% 666
2021
Q1 		$401K Buy
+23,417
New +$380K 0.01% 681

Other funds holding HBT

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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

IndexIQ Advisors's HBT Position: Q1 2022 in Review

IndexIQ Advisors sold out of HBT Financial (HBT) in Q1 2022, closing a stake of 24,667 shares — an estimated $462K sold.

IndexIQ Advisors first reported a position in HBT in Q1 2021 and held it in 4 quarters. The position peaked at $462K in Q4 2021. 62 funds tracked by Wall St. Rank hold HBT as of Q1 2022.

  • IndexIQ Advisors reported no remaining HBT Financial position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 24,667 HBT Financial shares in Q1 2022, an estimated $462K.
  • IndexIQ Advisors first reported a position in HBT Financial in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's HBT Financial position peaked at $462K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held HBT Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.