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Gradient Investments’s Business First Bancshares BFST Stock Holding History

Gradient Investments’s Portfolio BFST Stock Details BFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-79
Closed -$1.95K – 1300
2023
Q4 		$1.95K Hold
79
– – ﹤0.01% 1237
2023
Q3 		$1.48K Hold
79
– – ﹤0.01% 1260
2023
Q2 		$1.19K Buy
+79
New +$1.22K ﹤0.01% 1304

Other funds holding BFST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gradient Investments's BFST Position: Q1 2024 in Review

Gradient Investments sold out of Business First Bancshares (BFST) in Q1 2024, closing a stake of 79 shares — an estimated $1.95K sold.

Gradient Investments first reported a position in BFST in Q2 2023 and held it in 3 quarters. The position peaked at $1.95K in Q4 2023. 111 funds tracked by Wall St. Rank hold BFST as of Q1 2024.

  • Gradient Investments reported no remaining Business First Bancshares position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 79 Business First Bancshares shares in Q1 2024, an estimated $1.95K.
  • Gradient Investments first reported a position in Business First Bancshares in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Business First Bancshares position peaked at $1.95K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Business First Bancshares as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.