WTG
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West Tower Group’s HBT Financial HBT Stock Holding History

West Tower Group’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
2024
Q1 		– Sell
-1,743
Closed -$36.8K – 270
2023
Q4 		$36.8K Buy
1,743
+1,295
+289% +$24.9K 0.07% 218
2023
Q3 		$8.17K Buy
+448
New +$8.53K ﹤0.01% 422

Other funds holding HBT

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Tower Group's HBT Position: Q1 2024 in Review

West Tower Group sold out of HBT Financial (HBT) in Q1 2024, closing a stake of 1,743 shares — an estimated $36.8K sold.

West Tower Group first reported a position in HBT in Q3 2023 and held it in 2 quarters. The position peaked at $36.8K in Q4 2023. 77 funds tracked by Wall St. Rank hold HBT as of Q1 2024.

  • West Tower Group reported no remaining HBT Financial position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 1,743 HBT Financial shares in Q1 2024, an estimated $36.8K.
  • West Tower Group first reported a position in HBT Financial in Q3 2023 and held it in 2 quarters.
  • West Tower Group's HBT Financial position peaked at $36.8K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held HBT Financial as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.