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Next Financial Group’s Investar Holding Corp ISTR Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-96
Closed -$2K – 2253
2019
Q4 		$2K Hold
96
– – ﹤0.01% 2173
2019
Q3 		$2K Hold
96
– – ﹤0.01% 2115
2019
Q2 		$2K Hold
96
– – ﹤0.01% 2118
2019
Q1 		$2K Buy
+96
New +$2.26K ﹤0.01% 1459

Other funds holding ISTR

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's ISTR Position: Q1 2020 in Review

Next Financial Group sold out of Investar Holding Corp (ISTR) in Q1 2020, closing a stake of 96 shares — an estimated $2K sold.

Next Financial Group first reported a position in ISTR in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 63 funds tracked by Wall St. Rank hold ISTR as of Q1 2020.

  • Next Financial Group reported no remaining Investar Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 96 Investar Holding Corp shares in Q1 2020, an estimated $2K.
  • Next Financial Group first reported a position in Investar Holding Corp in Q1 2019 and held it in 4 quarters.
  • Next Financial Group's Investar Holding Corp position peaked at $2K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.