GoalVest Advisory’s Origin Bancorp OBK Stock Holding History

GoalVest Advisory’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-92	Closed	-$2.66K	–	457
2023 Q3	$2.66K	Buy	92 +12	+15%	+$367	﹤0.01%	400
2023 Q2	$2.34K	Buy	+80	New	+$2.39K	﹤0.01%	346

Other funds holding OBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

GoalVest Advisory's OBK Position: Q4 2023 in Review

GoalVest Advisory sold out of Origin Bancorp (OBK) in Q4 2023, closing a stake of 92 shares — an estimated $2.66K sold.

GoalVest Advisory first reported a position in OBK in Q2 2023 and held it in 2 quarters. The position peaked at $2.66K in Q3 2023. 144 funds tracked by Wall St. Rank hold OBK as of Q4 2023.

GoalVest Advisory reported no remaining Origin Bancorp position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 92 Origin Bancorp shares in Q4 2023, an estimated $2.66K.
GoalVest Advisory first reported a position in Origin Bancorp in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Origin Bancorp position peaked at $2.66K in Q3 2023.
144 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.