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Redmont Wealth Advisors’s Sierra Bancorp BSRR Stock Holding History

Redmont Wealth Advisors’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,464
Closed -$232K – 65
2023
Q1 		$232K Sell
13,464
-1,589
-11% -$31.9K 0.47% 56
2022
Q4 		$320K Sell
15,053
-624
-4% -$13.4K 0.38% 73
2022
Q3 		$310K Buy
15,677
+1,465
+10% +$31.4K 0.4% 63
2022
Q2 		$309K Buy
14,212
+1,000
+8% +$22.3K 0.37% 65
2022
Q1 		$330K Buy
+13,212
New +$353K 0.35% 70

Other funds holding BSRR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redmont Wealth Advisors's BSRR Position: Q2 2023 in Review

Redmont Wealth Advisors sold out of Sierra Bancorp (BSRR) in Q2 2023, closing a stake of 13,464 shares — an estimated $232K sold.

Redmont Wealth Advisors first reported a position in BSRR in Q1 2022 and held it in 5 quarters. The position peaked at $330K in Q1 2022. 83 funds tracked by Wall St. Rank hold BSRR as of Q2 2023.

  • Redmont Wealth Advisors reported no remaining Sierra Bancorp position as of Q2 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 13,464 Sierra Bancorp shares in Q2 2023, an estimated $232K.
  • Redmont Wealth Advisors first reported a position in Sierra Bancorp in Q1 2022 and held it in 5 quarters.
  • Redmont Wealth Advisors's Sierra Bancorp position peaked at $330K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2023.

Based on Redmont Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.