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Apollon Wealth Management’s Sierra Bancorp BSRR Stock Holding History

Apollon Wealth Management’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-650
Closed -$12K – 219
2020
Q2 		$12K Buy
+650
New +$11.7K 0.01% 467

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Apollon Wealth Management's BSRR Position: Q3 2020 in Review

Apollon Wealth Management sold out of Sierra Bancorp (BSRR) in Q3 2020, closing a stake of 650 shares — an estimated $12K sold.

Apollon Wealth Management first reported a position in BSRR in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 87 funds tracked by Wall St. Rank hold BSRR as of Q3 2020.

  • Apollon Wealth Management reported no remaining Sierra Bancorp position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 650 Sierra Bancorp shares in Q3 2020, an estimated $12K.
  • Apollon Wealth Management first reported a position in Sierra Bancorp in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's Sierra Bancorp position peaked at $12K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.