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Carroll Financial Associates’s Investar Holding Corp ISTR Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-175
Closed -$3K – 1773
2021
Q3 		$3K Hold
175
– – ﹤0.01% 1483
2021
Q2 		$4K Hold
175
– – ﹤0.01% 1479
2021
Q1 		$3K Hold
175
– – ﹤0.01% 1449
2020
Q4 		$2K Hold
175
– – ﹤0.01% 1397
2020
Q3 		$2K Hold
175
– – ﹤0.01% 1340
2020
Q2 		$2K Buy
+175
New +$2.23K ﹤0.01% 1357

Other funds holding ISTR

FL
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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carroll Financial Associates's ISTR Position: Q4 2021 in Review

Carroll Financial Associates sold out of Investar Holding Corp (ISTR) in Q4 2021, closing a stake of 175 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in ISTR in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 57 funds tracked by Wall St. Rank hold ISTR as of Q4 2021.

  • Carroll Financial Associates reported no remaining Investar Holding Corp position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 175 Investar Holding Corp shares in Q4 2021, an estimated $3K.
  • Carroll Financial Associates first reported a position in Investar Holding Corp in Q2 2020 and held it in 6 quarters.
  • Carroll Financial Associates's Investar Holding Corp position peaked at $4K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.