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Spire Wealth Management’s Hilltop Holdings HTH Stock Holding History

Spire 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
2022
Q1 		– Sell
-231
Closed -$8K – 2673
2021
Q4 		$8K Buy
+231
New +$8.13K ﹤0.01% 2444

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return

Spire Wealth Management's HTH Position: Q1 2022 in Review

Spire Wealth Management sold out of Hilltop Holdings (HTH) in Q1 2022, closing a stake of 231 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in HTH in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 206 funds tracked by Wall St. Rank hold HTH as of Q1 2022.

  • Spire Wealth Management reported no remaining Hilltop Holdings position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 231 Hilltop Holdings shares in Q1 2022, an estimated $8K.
  • Spire Wealth Management first reported a position in Hilltop Holdings in Q4 2021 and held it in 1 quarter.
  • Spire Wealth Management's Hilltop Holdings position peaked at $8K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.