Avantax Advisory Services’s Sierra Bancorp BSRR Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-9,039	Closed	-$262K	–	808
2019 Q4	$262K	Sell	9,039 -3,883	-30%	-$107K	0.01%	673
2019 Q3	$343K	Buy	12,922 +219	+2%	+$5.63K	0.01%	401
2019 Q2	$345K	Buy	+12,703	New	+$326K	0.02%	368

Other funds holding BSRR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's BSRR Position: Q1 2020 in Review

Avantax Advisory Services sold out of Sierra Bancorp (BSRR) in Q1 2020, closing a stake of 9,039 shares — an estimated $262K sold.

Avantax Advisory Services first reported a position in BSRR in Q2 2019 and held it in 3 quarters. The position peaked at $345K in Q2 2019. 85 funds tracked by Wall St. Rank hold BSRR as of Q1 2020.

Avantax Advisory Services reported no remaining Sierra Bancorp position as of Q1 2020 after selling out during the quarter.
Avantax Advisory Services sold 9,039 Sierra Bancorp shares in Q1 2020, an estimated $262K.
Avantax Advisory Services first reported a position in Sierra Bancorp in Q2 2019 and held it in 3 quarters.
Avantax Advisory Services's Sierra Bancorp position peaked at $345K in Q2 2019.
85 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.