Crestmont Private Wealth’s Allegiance Bancshares ABTX Stock Holding History

Crestmont Private Wealth’s Portfolio ABTX Stock Details ABTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-155,492	Closed	-$6.47M	–	48
2022 Q3	$6.47M	Sell	155,492 -9,569	-6%	-$409K	4.91%	9
2022 Q2	$6.23M	Buy	+165,061	New	+$6.64M	6.18%	5

Other funds holding ABTX

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Crestmont Private Wealth's ABTX Position: Q4 2022 in Review

Crestmont Private Wealth sold out of Allegiance Bancshares (ABTX) in Q4 2022, closing a stake of 155,492 shares — an estimated $6.47M sold.

Crestmont Private Wealth first reported a position in ABTX in Q2 2022 and held it in 2 quarters. The position peaked at $6.47M in Q3 2022. 2 funds tracked by Wall St. Rank hold ABTX as of Q4 2022.

Crestmont Private Wealth reported no remaining Allegiance Bancshares position as of Q4 2022 after selling out during the quarter.
Crestmont Private Wealth sold 155,492 Allegiance Bancshares shares in Q4 2022, an estimated $6.47M.
Crestmont Private Wealth first reported a position in Allegiance Bancshares in Q2 2022 and held it in 2 quarters.
Crestmont Private Wealth's Allegiance Bancshares position peaked at $6.47M in Q3 2022.
2 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q4 2022.

Based on Crestmont Private Wealth's 13F filing for Q4 2022, filed 6 Jan 2023.