AJOVista’s Investar Holding Corp ISTR Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-3,705	Closed	-$55.2K	–	234
2023 Q4	$55.2K	Buy	+3,705	New	+$42.1K	0.07%	285

Other funds holding ISTR

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AJOVista's ISTR Position: Q1 2024 in Review

AJOVista sold out of Investar Holding Corp (ISTR) in Q1 2024, closing a stake of 3,705 shares — an estimated $55.2K sold.

AJOVista first reported a position in ISTR in Q4 2023 and held it in 1 quarter. The position peaked at $55.2K in Q4 2023. 63 funds tracked by Wall St. Rank hold ISTR as of Q1 2024.

AJOVista reported no remaining Investar Holding Corp position as of Q1 2024 after selling out during the quarter.
AJOVista sold 3,705 Investar Holding Corp shares in Q1 2024, an estimated $55.2K.
AJOVista first reported a position in Investar Holding Corp in Q4 2023 and held it in 1 quarter.
AJOVista's Investar Holding Corp position peaked at $55.2K in Q4 2023.
63 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.