Crewe Advisors’s Sierra Bancorp BSRR Stock Holding History

Crewe Advisors’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
2022 Q4	–	Sell	-69	Closed	-$1K	–	1053
2022 Q3	$1K	Buy	+69	New	+$1.48K	﹤0.01%	1117

Other funds holding BSRR

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

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

PMG

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BFC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Crewe Advisors's BSRR Position: Q4 2022 in Review

Crewe Advisors sold out of Sierra Bancorp (BSRR) in Q4 2022, closing a stake of 69 shares — an estimated $1K sold.

Crewe Advisors first reported a position in BSRR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 85 funds tracked by Wall St. Rank hold BSRR as of Q4 2022.

Crewe Advisors reported no remaining Sierra Bancorp position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 69 Sierra Bancorp shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Sierra Bancorp in Q3 2022 and held it in 1 quarter.
Crewe Advisors's Sierra Bancorp position peaked at $1K in Q3 2022.
85 funds tracked by Wall St. Rank held Sierra Bancorp as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.