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Piper Sandler & Co’s Investar Holding Corp ISTR Stock Holding History

Piper Sandler & Co’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
Q2 		– Sell
-2,222
Closed -$31K – 23
2023
Q1 		$31K Buy
+2,222
New +$42.8K 0.02% 29

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Piper Sandler & Co's ISTR Position: Q2 2023 in Review

Piper Sandler & Co sold out of Investar Holding Corp (ISTR) in Q2 2023, closing a stake of 2,222 shares — an estimated $31K sold.

Piper Sandler & Co first reported a position in ISTR in Q1 2023 and held it in 1 quarter. The position peaked at $31K in Q1 2023. 57 funds tracked by Wall St. Rank hold ISTR as of Q2 2023.

  • Piper Sandler & Co reported no remaining Investar Holding Corp position as of Q2 2023 after selling out during the quarter.
  • Piper Sandler & Co sold 2,222 Investar Holding Corp shares in Q2 2023, an estimated $31K.
  • Piper Sandler & Co first reported a position in Investar Holding Corp in Q1 2023 and held it in 1 quarter.
  • Piper Sandler & Co's Investar Holding Corp position peaked at $31K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2023.

Based on Piper Sandler & Co's 13F filing for Q2 2023, filed 10 Aug 2023.