Wealthstreet Investment Advisors’s Hilltop Holdings HTH Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-13,330	Closed	-$455K	–	195
2021 Q1	$455K	Sell	13,330 -500	-4%	-$16.4K	0.04%	257
2020 Q4	$380K	Hold	13,830	–	–	0.04%	271
2020 Q3	$285K	Hold	13,830	–	–	0.03%	283
2020 Q2	$255K	Hold	13,830	–	–	0.03%	291
2020 Q1	$209K	Hold	13,830	–	–	0.03%	278
2019 Q4	$345K	Hold	13,830	–	–	0.04%	272
2019 Q3	$335K	Sell	13,830 -200	-1%	-$4.59K	0.04%	263
2019 Q2	$298K	Hold	14,030	–	–	0.04%	281
2019 Q1	$256K	Hold	14,030	–	–	0.03%	299
2018 Q4	$261K	Hold	14,030	–	–	0.04%	280
2018 Q3	$283K	Hold	14,030	–	–	0.03%	297
2018 Q2	$310K	Hold	14,030	–	–	0.04%	284
2018 Q1	$329K	Hold	14,030	–	–	0.04%	273
2017 Q4	$355K	Buy	+14,030	New	+$344K	0.04%	267

Other funds holding HTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthstreet Investment Advisors's HTH Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Hilltop Holdings (HTH) in Q2 2021, closing a stake of 13,330 shares — an estimated $455K sold.

Wealthstreet Investment Advisors first reported a position in HTH in Q4 2017 and held it in 14 quarters. The position peaked at $455K in Q1 2021. 206 funds tracked by Wall St. Rank hold HTH as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Hilltop Holdings position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 13,330 Hilltop Holdings shares in Q2 2021, an estimated $455K.
Wealthstreet Investment Advisors first reported a position in Hilltop Holdings in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Hilltop Holdings position peaked at $455K in Q1 2021.
206 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.