HHM Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,429
Closed -$156K 550
2020
Q2
$156K Sell
3,429
-60
-2% -$2.48K 0.07% 97
2020
Q1
$126K Sell
3,489
-33
-0.9% -$2.06K 0.06% 103
2019
Q4
$264K Sell
3,522
-90
-2% -$6.68K 0.13% 68
2019
Q3
$273K Buy
+3,612
New +$266K 0.16% 62

HHM Wealth Advisors's IBKC Position: Q3 2020 in Review

HHM Wealth Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 3,429 shares — an estimated $156K sold.

HHM Wealth Advisors first reported a position in IBKC in Q3 2019 and held it in 4 quarters. The position peaked at $273K in Q3 2019. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • HHM Wealth Advisors reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 3,429 IBERIABANK Corp shares in Q3 2020, an estimated $156K.
  • HHM Wealth Advisors first reported a position in IBERIABANK Corp in Q3 2019 and held it in 4 quarters.
  • HHM Wealth Advisors's IBERIABANK Corp position peaked at $273K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on HHM Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.