First Trust Advisors’s Investar Holding Corp ISTR Stock Holding History

First Trust 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
2022 Q3	–	Sell	-13,060	Closed	-$286K	–	2543
2022 Q2	$286K	Sell	13,060 -419	-3%	-$8.58K	﹤0.01%	2310
2022 Q1	$257K	Sell	13,479 -782	-5%	-$15.2K	﹤0.01%	2408
2021 Q4	$263K	Sell	14,261 -2,843	-17%	-$53.3K	﹤0.01%	2414
2021 Q3	$377K	Buy	+17,104	New	+$380K	﹤0.01%	2339
2018 Q3	–	Sell	-9,958	Closed	-$275K	–	2482
2018 Q2	$275K	Buy	9,958 +1,550	+18%	+$41.6K	﹤0.01%	2303
2018 Q1	$217K	Buy	+8,408	New	+$208K	﹤0.01%	2232

Other funds holding ISTR

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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

First Trust Advisors's ISTR Position: Q3 2022 in Review

First Trust Advisors sold out of Investar Holding Corp (ISTR) in Q3 2022, closing a stake of 13,060 shares — an estimated $286K sold.

First Trust Advisors first reported a position in ISTR in Q1 2018 and held it in 6 quarters. The position peaked at $377K in Q3 2021. 54 funds tracked by Wall St. Rank hold ISTR as of Q3 2022.

First Trust Advisors reported no remaining Investar Holding Corp position as of Q3 2022 after selling out during the quarter.
First Trust Advisors sold 13,060 Investar Holding Corp shares in Q3 2022, an estimated $286K.
First Trust Advisors first reported a position in Investar Holding Corp in Q1 2018 and held it in 6 quarters.
First Trust Advisors's Investar Holding Corp position peaked at $377K in Q3 2021.
54 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2022.

Based on First Trust Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.