RWPA
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Richard W. Paul & Associates’s HBT Financial HBT Stock Holding History

Richard W. Paul & Associates’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
2023
Q3 		– Sell
-374
Closed -$6.9K – 533
2023
Q2 		$6.9K Hold
374
– – ﹤0.01% 342
2023
Q1 		$7.38K Sell
374
-1
-0.3% -$21 ﹤0.01% 345
2022
Q4 		$7.34K Buy
+375
New +$7.38K ﹤0.01% 342

Other funds holding HBT

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Richard W. Paul & Associates's HBT Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of HBT Financial (HBT) in Q3 2023, closing a stake of 374 shares — an estimated $6.9K sold.

Richard W. Paul & Associates first reported a position in HBT in Q4 2022 and held it in 3 quarters. The position peaked at $7.38K in Q1 2023. 73 funds tracked by Wall St. Rank hold HBT as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining HBT Financial position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 374 HBT Financial shares in Q3 2023, an estimated $6.9K.
  • Richard W. Paul & Associates first reported a position in HBT Financial in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's HBT Financial position peaked at $7.38K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held HBT Financial as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.