OPS
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Orion Portfolio Solutions’s Hilltop Holdings HTH Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-170
Closed -$3K – 1144
2020
Q2 		$3K Hold
170
– – ﹤0.01% 1646
2020
Q1 		$3K Hold
170
– – ﹤0.01% 1461
2019
Q4 		$4K Buy
+170
New +$4.15K ﹤0.01% 1312

Other funds holding HTH

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Orion Portfolio Solutions's HTH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Hilltop Holdings (HTH) in Q3 2020, closing a stake of 170 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in HTH in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 186 funds tracked by Wall St. Rank hold HTH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Hilltop Holdings position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 170 Hilltop Holdings shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Hilltop Holdings in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Hilltop Holdings position peaked at $4K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.