Octavia Wealth Advisors’s Renasant Corp RNST Stock Holding History

Octavia Wealth Advisors’s Portfolio RNST Stock Details RNST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,411	Closed	-$227K	–	193
2023 Q1	$227K	Hold	7,411	–	–	0.05%	165
2022 Q4	$280K	Sell	7,411 -1,170	-14%	-$44.2K	0.07%	147
2022 Q3	$268K	Hold	8,581	–	–	0.07%	135
2022 Q2	$247K	Sell	8,581 -775	-8%	-$23.7K	0.06%	141
2022 Q1	$313K	Hold	9,356	–	–	0.07%	140
2021 Q4	$357K	Buy	+9,356	New	+$355K	0.08%	137

Other funds holding RNST

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

Octavia Wealth Advisors's RNST Position: Q2 2023 in Review

Octavia Wealth Advisors sold out of Renasant Corp (RNST) in Q2 2023, closing a stake of 7,411 shares — an estimated $227K sold.

Octavia Wealth Advisors first reported a position in RNST in Q4 2021 and held it in 6 quarters. The position peaked at $357K in Q4 2021. 184 funds tracked by Wall St. Rank hold RNST as of Q2 2023.

Octavia Wealth Advisors reported no remaining Renasant Corp position as of Q2 2023 after selling out during the quarter.
Octavia Wealth Advisors sold 7,411 Renasant Corp shares in Q2 2023, an estimated $227K.
Octavia Wealth Advisors first reported a position in Renasant Corp in Q4 2021 and held it in 6 quarters.
Octavia Wealth Advisors's Renasant Corp position peaked at $357K in Q4 2021.
184 funds tracked by Wall St. Rank held Renasant Corp as of Q2 2023.

Based on Octavia Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.