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Sutton Wealth Advisors’s Hilltop Holdings HTH Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-29
Closed -$870 – 1149
2022
Q4 		$870 Sell
29
-1
-3% -$28 ﹤0.01% 1364
2022
Q3 		$746 Hold
30
– – ﹤0.01% 1378
2022
Q2 		$800 Buy
+30
New +$855 ﹤0.01% 1348
2022
Q1 		– Sell
-755
Closed -$26.5K – 1668
2021
Q4 		$26.5K Buy
755
+371
+97% +$13.1K 0.01% 623
2021
Q3 		$12.5K Buy
384
+69
+22% +$2.29K ﹤0.01% 833
2021
Q2 		$11.5K Buy
+315
New +$11.2K ﹤0.01% 873

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's HTH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Hilltop Holdings (HTH) in Q1 2023, closing a stake of 29 shares — an estimated $870 sold.

Sutton Wealth Advisors first reported a position in HTH in Q2 2021 and held it in 6 quarters. The position peaked at $26.5K in Q4 2021. 178 funds tracked by Wall St. Rank hold HTH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Hilltop Holdings position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 29 Hilltop Holdings shares in Q1 2023, an estimated $870.
  • Sutton Wealth Advisors first reported a position in Hilltop Holdings in Q2 2021 and held it in 6 quarters.
  • Sutton Wealth Advisors's Hilltop Holdings position peaked at $26.5K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.