FOCUS Wealth Advisors’s Allegiance Bancshares ABTX Stock Holding History

FOCUS Wealth Advisors’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	-198,658	Closed	-$8.27M	–	49
2022 Q3	$8.27M	Sell	198,658 -3,789	-2%	-$162K	5.86%	3
2022 Q2	$7.64M	Hold	202,447	–	–	5.24%	5
2022 Q1	$9.04M	Buy	+202,447	New	+$8.86M	5.39%	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

FOCUS Wealth Advisors's ABTX Position: Q4 2022 in Review

FOCUS Wealth Advisors sold out of Allegiance Bancshares (ABTX) in Q4 2022, closing a stake of 198,658 shares — an estimated $8.27M sold.

FOCUS Wealth Advisors first reported a position in ABTX in Q1 2022 and held it in 3 quarters. The position peaked at $9.04M in Q1 2022. 2 funds tracked by Wall St. Rank hold ABTX as of Q4 2022.

FOCUS Wealth Advisors reported no remaining Allegiance Bancshares position as of Q4 2022 after selling out during the quarter.
FOCUS Wealth Advisors sold 198,658 Allegiance Bancshares shares in Q4 2022, an estimated $8.27M.
FOCUS Wealth Advisors first reported a position in Allegiance Bancshares in Q1 2022 and held it in 3 quarters.
FOCUS Wealth Advisors's Allegiance Bancshares position peaked at $9.04M in Q1 2022.
2 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q4 2022.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.