Advisor Group’s Investar Holding Corp ISTR Stock Holding History

Advisor Group’s Portfolio ISTR Stock Details ISTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	4666
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	4668
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	4683
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	4681
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	4510
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	4591
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	4304
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	4415
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	4404
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	4271
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	4235
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	4205
2016 Q4	$4K	Sell	200 -300	-60%	-$5.14K	﹤0.01%	4022
2016 Q3	$8K	Hold	500	–	–	﹤0.01%	3686
2016 Q2	$7K	Buy	+500	New	+$7.68K	﹤0.01%	3637

Other funds holding ISTR

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Advisor Group's ISTR Position: Q4 2019 in Review

Advisor Group held its Investar Holding Corp (ISTR) position steady in Q4 2019 at 200 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4666.

Advisor Group first reported a position in ISTR in Q2 2016 and has held it in 15 quarters since. The position peaked at $8K in Q3 2016. 71 funds tracked by Wall St. Rank hold ISTR as of Q4 2019.

Advisor Group held 200 shares of Investar Holding Corp worth $5K as of Q4 2019.
Advisor Group left its Investar Holding Corp share count unchanged in Q4 2019.
Investar Holding Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4666 holding.
Advisor Group first reported a position in Investar Holding Corp in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Investar Holding Corp position peaked at $8K in Q3 2016.
71 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.