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Capital Performance Advisors’s Investar Holding Corp ISTR Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-18
Closed -$349 – 1392
2024
Q3 		$349 Buy
+18
New +$317 ﹤0.01% 2408

Other funds holding ISTR

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Capital Performance Advisors's ISTR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Investar Holding Corp (ISTR) in Q4 2024, closing a stake of 18 shares — an estimated $349 sold.

Capital Performance Advisors first reported a position in ISTR in Q3 2024 and held it in 1 quarter. The position peaked at $349 in Q3 2024. 86 funds tracked by Wall St. Rank hold ISTR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Investar Holding Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 18 Investar Holding Corp shares in Q4 2024, an estimated $349.
  • Capital Performance Advisors first reported a position in Investar Holding Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Investar Holding Corp position peaked at $349 in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.