IWA
ABTX

Icon Wealth Advisors’s Allegiance Bancshares ABTX Stock Holding History

Icon 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
-9,318
Closed -$388K – 417
2022
Q3 		$388K Buy
+9,318
New +$398K 0.05% 205

Other funds holding ABTX

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Icon Wealth Advisors sold out of Allegiance Bancshares (ABTX) in Q4 2022, closing a stake of 9,318 shares — an estimated $388K sold.

Icon Wealth Advisors first reported a position in ABTX in Q3 2022 and held it in 1 quarter. The position peaked at $388K in Q3 2022. 2 funds tracked by Wall St. Rank hold ABTX as of Q4 2022.

  • Icon Wealth Advisors reported no remaining Allegiance Bancshares position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 9,318 Allegiance Bancshares shares in Q4 2022, an estimated $388K.
  • Icon Wealth Advisors first reported a position in Allegiance Bancshares in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's Allegiance Bancshares position peaked at $388K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.