Surevest’s HBT Financial HBT Stock Holding History

Surevest’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
2022 Q2	–	Sell	-3,654	Closed	-$66K	–	572
2022 Q1	$66K	Buy	+3,654	New	+$69.5K	0.02%	172

Other funds holding HBT

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Surevest's HBT Position: Q2 2022 in Review

Surevest sold out of HBT Financial (HBT) in Q2 2022, closing a stake of 3,654 shares — an estimated $66K sold.

Surevest first reported a position in HBT in Q1 2022 and held it in 1 quarter. The position peaked at $66K in Q1 2022. 61 funds tracked by Wall St. Rank hold HBT as of Q2 2022.

Surevest reported no remaining HBT Financial position as of Q2 2022 after selling out during the quarter.
Surevest sold 3,654 HBT Financial shares in Q2 2022, an estimated $66K.
Surevest first reported a position in HBT Financial in Q1 2022 and held it in 1 quarter.
Surevest's HBT Financial position peaked at $66K in Q1 2022.
61 funds tracked by Wall St. Rank held HBT Financial as of Q2 2022.

Based on Surevest's 13F filing for Q2 2022, filed 15 Aug 2022.