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WealthShield Partners’s Hilltop Holdings HTH Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-6,184
Closed -$225K – 456
2021
Q2 		$225K Buy
+6,184
New +$221K 0.04% 243

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return

WealthShield Partners's HTH Position: Q3 2021 in Review

WealthShield Partners sold out of Hilltop Holdings (HTH) in Q3 2021, closing a stake of 6,184 shares — an estimated $225K sold.

WealthShield Partners first reported a position in HTH in Q2 2021 and held it in 1 quarter. The position peaked at $225K in Q2 2021. 210 funds tracked by Wall St. Rank hold HTH as of Q3 2021.

  • WealthShield Partners reported no remaining Hilltop Holdings position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 6,184 Hilltop Holdings shares in Q3 2021, an estimated $225K.
  • WealthShield Partners first reported a position in Hilltop Holdings in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's Hilltop Holdings position peaked at $225K in Q2 2021.
  • 210 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.