Level Four Advisory Services’s Origin Bancorp OBK Stock Holding History

Level Four Advisory Services’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,502	Closed	-$419K	–	835
2023 Q3	$419K	Buy	+14,502	New	+$443K	0.03%	493

Other funds holding OBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Level Four Advisory Services's OBK Position: Q4 2023 in Review

Level Four Advisory Services sold out of Origin Bancorp (OBK) in Q4 2023, closing a stake of 14,502 shares — an estimated $419K sold.

Level Four Advisory Services first reported a position in OBK in Q3 2023 and held it in 1 quarter. The position peaked at $419K in Q3 2023. 144 funds tracked by Wall St. Rank hold OBK as of Q4 2023.

Level Four Advisory Services reported no remaining Origin Bancorp position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 14,502 Origin Bancorp shares in Q4 2023, an estimated $419K.
Level Four Advisory Services first reported a position in Origin Bancorp in Q3 2023 and held it in 1 quarter.
Level Four Advisory Services's Origin Bancorp position peaked at $419K in Q3 2023.
144 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.