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Pathstone Family Office’s Hilltop Holdings HTH Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-13
Closed – – 963
2020
Q4 		$0 Hold
13
– – ﹤0.01% 1227
2020
Q3 		$0 Sell
13
-13
-50% -$252 ﹤0.01% 887
2020
Q2 		$0 Buy
+26
New +$447 ﹤0.01% 831

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Family Office's HTH Position: Q1 2021 in Review

Pathstone Family Office sold out of Hilltop Holdings (HTH) in Q1 2021, closing a stake of 13 shares.

Pathstone Family Office first reported a position in HTH in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 205 funds tracked by Wall St. Rank hold HTH as of Q1 2021.

  • Pathstone Family Office reported no remaining Hilltop Holdings position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 13 Hilltop Holdings shares in Q1 2021.
  • Pathstone Family Office first reported a position in Hilltop Holdings in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Hilltop Holdings position peaked at $0 in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.