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Proficio Capital Partners’s Investar Holding Corp ISTR Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-280
Closed -$7K – 821
2019
Q2 		$7K Buy
280
+217
+344% +$5.05K ﹤0.01% 1081
2019
Q1 		$1K Buy
+63
New +$1.49K ﹤0.01% 1531

Other funds holding ISTR

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BFC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Proficio Capital Partners's ISTR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Investar Holding Corp (ISTR) in Q3 2019, closing a stake of 280 shares — an estimated $7K sold.

Proficio Capital Partners first reported a position in ISTR in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 62 funds tracked by Wall St. Rank hold ISTR as of Q3 2019.

  • Proficio Capital Partners reported no remaining Investar Holding Corp position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 280 Investar Holding Corp shares in Q3 2019, an estimated $7K.
  • Proficio Capital Partners first reported a position in Investar Holding Corp in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Investar Holding Corp position peaked at $7K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.