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TCI Wealth Advisors’s Hilltop Holdings HTH Stock Holding History

TCI 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
Q2 		– Sell
-328
Closed -$9.73K – 1105
2023
Q1 		$9.73K Hold
328
– – ﹤0.01% 1107
2022
Q4 		$9.84K Sell
328
-86
-21% -$2.45K ﹤0.01% 1077
2022
Q3 		$10K Buy
414
+86
+26% +$2.34K ﹤0.01% 1013
2022
Q2 		$9K Sell
328
-14
-4% -$399 ﹤0.01% 1078
2022
Q1 		$10K Buy
342
+188
+122% +$6.15K ﹤0.01% 1095
2021
Q4 		$5K Hold
154
– – ﹤0.01% 1658
2021
Q3 		$5K Sell
154
-12
-7% -$398 ﹤0.01% 1597
2021
Q2 		$6K Buy
166
+102
+159% +$3.64K ﹤0.01% 1317
2021
Q1 		$2K Buy
+64
New +$2.1K ﹤0.01% 1767

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's HTH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Hilltop Holdings (HTH) in Q2 2023, closing a stake of 328 shares — an estimated $9.73K sold.

TCI Wealth Advisors first reported a position in HTH in Q1 2021 and held it in 9 quarters. The position peaked at $10K in Q3 2022. 182 funds tracked by Wall St. Rank hold HTH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Hilltop Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 328 Hilltop Holdings shares in Q2 2023, an estimated $9.73K.
  • TCI Wealth Advisors first reported a position in Hilltop Holdings in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Hilltop Holdings position peaked at $10K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.