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Partnership Wealth Management’s Hilltop Holdings HTH Stock Holding History

Partnership Wealth Management’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
2024
Q4 		– Sell
-334
Closed -$10.7K – 118
2024
Q3 		$10.7K Buy
334
+2
+0.6% +$64 0.01% 163
2024
Q2 		$10.4K Buy
332
+2
+0.6% +$61 0.01% 193
2024
Q1 		$10.3K Buy
330
+2
+0.6% +$64 0.01% 192
2023
Q4 		$10.3K Buy
+328
New +$9.91K 0.01% 192

Other funds holding HTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Partnership Wealth Management's HTH Position: Q4 2024 in Review

Partnership Wealth Management sold out of Hilltop Holdings (HTH) in Q4 2024, closing a stake of 334 shares — an estimated $10.7K sold.

Partnership Wealth Management first reported a position in HTH in Q4 2023 and held it in 4 quarters. The position peaked at $10.7K in Q3 2024. 216 funds tracked by Wall St. Rank hold HTH as of Q4 2024.

  • Partnership Wealth Management reported no remaining Hilltop Holdings position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 334 Hilltop Holdings shares in Q4 2024, an estimated $10.7K.
  • Partnership Wealth Management first reported a position in Hilltop Holdings in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Hilltop Holdings position peaked at $10.7K in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Hilltop Holdings as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.