SSA
HTB

Sierra Summit Advisors’s HomeTrust Bancshares HTB Stock Holding History

Sierra Summit Advisors’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,692
Closed -$711K – 159
2024
Q2 		$711K Buy
+23,692
New +$638K 0.18% 69

Other funds holding HTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Sierra Summit Advisors's HTB Position: Q3 2024 in Review

Sierra Summit Advisors sold out of HomeTrust Bancshares (HTB) in Q3 2024, closing a stake of 23,692 shares — an estimated $711K sold.

Sierra Summit Advisors first reported a position in HTB in Q2 2024 and held it in 1 quarter. The position peaked at $711K in Q2 2024. 109 funds tracked by Wall St. Rank hold HTB as of Q3 2024.

  • Sierra Summit Advisors reported no remaining HomeTrust Bancshares position as of Q3 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 23,692 HomeTrust Bancshares shares in Q3 2024, an estimated $711K.
  • Sierra Summit Advisors first reported a position in HomeTrust Bancshares in Q2 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's HomeTrust Bancshares position peaked at $711K in Q2 2024.
  • 109 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q3 2024.

Based on Sierra Summit Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.