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Laurel Wealth Advisors (California)’s Sierra Bancorp BSRR Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q1 		– Sell
-8,934
Closed -$243K – 743
2021
Q4 		$243K Buy
+8,934
New +$231K 0.02% 691
2021
Q3 		– Sell
-8,934
Closed -$227K – 454
2021
Q2 		$227K Buy
+8,934
New +$241K 0.03% 465

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Laurel Wealth Advisors (California)'s BSRR Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Sierra Bancorp (BSRR) in Q1 2022, closing a stake of 8,934 shares — an estimated $243K sold.

Laurel Wealth Advisors (California) first reported a position in BSRR in Q2 2021 and held it in 2 quarters. The position peaked at $243K in Q4 2021. 91 funds tracked by Wall St. Rank hold BSRR as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Sierra Bancorp position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 8,934 Sierra Bancorp shares in Q1 2022, an estimated $243K.
  • Laurel Wealth Advisors (California) first reported a position in Sierra Bancorp in Q2 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Sierra Bancorp position peaked at $243K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.