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Hubbell Strickland Wealth Management’s Investar Holding Corp ISTR Stock Holding History

Hubbell Strickland Wealth Management’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
2020
Q2 		– Sell
-17,114
Closed -$219K – 60
2020
Q1 		$219K Hold
17,114
– – 0.22% 53
2019
Q4 		$411K Hold
17,114
– – 0.33% 42
2019
Q3 		$407K Buy
+17,114
New +$402K 0.35% 40

Other funds holding ISTR

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hubbell Strickland Wealth Management's ISTR Position: Q2 2020 in Review

Hubbell Strickland Wealth Management sold out of Investar Holding Corp (ISTR) in Q2 2020, closing a stake of 17,114 shares — an estimated $219K sold.

Hubbell Strickland Wealth Management first reported a position in ISTR in Q3 2019 and held it in 3 quarters. The position peaked at $411K in Q4 2019. 56 funds tracked by Wall St. Rank hold ISTR as of Q2 2020.

  • Hubbell Strickland Wealth Management reported no remaining Investar Holding Corp position as of Q2 2020 after selling out during the quarter.
  • Hubbell Strickland Wealth Management sold 17,114 Investar Holding Corp shares in Q2 2020, an estimated $219K.
  • Hubbell Strickland Wealth Management first reported a position in Investar Holding Corp in Q3 2019 and held it in 3 quarters.
  • Hubbell Strickland Wealth Management's Investar Holding Corp position peaked at $411K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2020.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.