IA
STEL

IndexIQ Advisors’s Stellar Bancorp STEL Stock Holding History

IndexIQ Advisors’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$399K Sell
12,871
-876
-6% -$26.7K 0.01% 715
2021
Q4 		$399K Sell
13,747
-888
-6% -$25.1K 0.01% 785
2021
Q3 		$386K Buy
14,635
+1,466
+11% +$38.9K 0.01% 858
2021
Q2 		$360K Buy
13,169
+238
+2% +$7.16K 0.01% 882
2021
Q1 		$397K Buy
12,931
+1,144
+10% +$32.9K 0.01% 803
2020
Q4 		$301K Buy
11,787
+1,217
+12% +$26.3K 0.01% 673
2020
Q3 		$173K Buy
10,570
+573
+6% +$9.59K 0.01% 763
2020
Q2 		$210K Sell
9,997
-626
-6% -$11.6K 0.01% 525
2020
Q1 		$189K Buy
+10,623
New +$278K 0.01% 464

Other funds holding STEL

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's STEL Position: Q1 2022 in Review

IndexIQ Advisors reduced its Stellar Bancorp (STEL) stake by 6.4% in Q1 2022, selling an estimated $26.7K and leaving 12,871 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #715.

IndexIQ Advisors first reported a position in STEL in Q1 2020 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold STEL as of Q1 2022.

  • IndexIQ Advisors held 12,871 shares of Stellar Bancorp worth $399K as of Q1 2022.
  • IndexIQ Advisors sold 876 Stellar Bancorp shares in Q1 2022, an estimated $26.7K.
  • Stellar Bancorp made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #715 holding.
  • IndexIQ Advisors first reported a position in Stellar Bancorp in Q1 2020 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.