LPL Financial
ISTR icon

LPL Financial’s Investar Holding Corp ISTR Stock Holding History

LPL Financial’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31,692
Closed -$384K – 4749
2023
Q2 		$384K Hold
31,692
– – ﹤0.01% 3663
2023
Q1 		$442K Sell
31,692
-350
-1% -$6.75K ﹤0.01% 3434
2022
Q4 		$690K Sell
32,042
-4,650
-13% -$99.7K ﹤0.01% 2969
2022
Q3 		$730K Sell
36,692
-12,865
-26% -$280K ﹤0.01% 2792
2022
Q2 		$1.08M Sell
49,557
-10,000
-17% -$205K ﹤0.01% 2521
2022
Q1 		$1.14M Hold
59,557
– – ﹤0.01% 2501
2021
Q4 		$1.1M Buy
+59,557
New +$1.12M ﹤0.01% 2575

Other funds holding ISTR

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

LPL Financial's ISTR Position: Q3 2023 in Review

LPL Financial sold out of Investar Holding Corp (ISTR) in Q3 2023, closing a stake of 31,692 shares — an estimated $384K sold.

LPL Financial first reported a position in ISTR in Q4 2021 and held it in 7 quarters. The position peaked at $1.14M in Q1 2022. 56 funds tracked by Wall St. Rank hold ISTR as of Q3 2023.

  • LPL Financial reported no remaining Investar Holding Corp position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 31,692 Investar Holding Corp shares in Q3 2023, an estimated $384K.
  • LPL Financial first reported a position in Investar Holding Corp in Q4 2021 and held it in 7 quarters.
  • LPL Financial's Investar Holding Corp position peaked at $1.14M in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.