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IndexIQ Advisors’s Sierra Bancorp BSRR Stock Holding History

IndexIQ Advisors’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,914
Closed -$285K – 1153
2020
Q4 		$285K Buy
11,914
+1,230
+12% +$26.4K 0.01% 715
2020
Q3 		$179K Buy
10,684
+578
+6% +$10.4K 0.01% 731
2020
Q2 		$191K Sell
10,106
-621
-6% -$11.2K 0.01% 631
2020
Q1 		$189K Buy
+10,727
New +$261K 0.01% 445

Other funds holding BSRR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IndexIQ Advisors's BSRR Position: Q1 2021 in Review

IndexIQ Advisors sold out of Sierra Bancorp (BSRR) in Q1 2021, closing a stake of 11,914 shares — an estimated $285K sold.

IndexIQ Advisors first reported a position in BSRR in Q1 2020 and held it in 4 quarters. The position peaked at $285K in Q4 2020. 92 funds tracked by Wall St. Rank hold BSRR as of Q1 2021.

  • IndexIQ Advisors reported no remaining Sierra Bancorp position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 11,914 Sierra Bancorp shares in Q1 2021, an estimated $285K.
  • IndexIQ Advisors first reported a position in Sierra Bancorp in Q1 2020 and held it in 4 quarters.
  • IndexIQ Advisors's Sierra Bancorp position peaked at $285K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.