Sheets Smith Wealth Management’s Allegiance Bancshares ABTX Stock Holding History

Sheets Smith Wealth Management’s Portfolio ABTX Stock Details ABTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,620	Closed	-$442K	–	330
2022 Q3	$442K	Buy	10,620 +2	+0%	+$85	0.07%	194
2022 Q2	$401K	Buy	10,618 +2	+0%	+$80	0.07%	215
2022 Q1	$474K	Buy	10,616 +2	+0%	+$88	0.07%	222
2021 Q4	$448K	Buy	10,614 +39	+0.4%	+$1.59K	0.06%	249
2021 Q3	$403K	Buy	10,575 +4,840	+84%	+$177K	0.05%	249
2021 Q2	$220K	Buy	+5,735	New	+$231K	0.03%	340
2018 Q4	–	Sell	-5,884	Closed	-$245K	–	333
2018 Q3	$245K	Buy	+5,884	New	+$261K	0.05%	310
2017 Q3	–	Sell	-7,466	Closed	-$286K	–	322
2017 Q2	$286K	Buy	+7,466	New	+$287K	0.08%	243

Other funds holding ABTX

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sheets Smith Wealth Management's ABTX Position: Q4 2022 in Review

Sheets Smith Wealth Management sold out of Allegiance Bancshares (ABTX) in Q4 2022, closing a stake of 10,620 shares — an estimated $442K sold.

Sheets Smith Wealth Management first reported a position in ABTX in Q2 2017 and held it in 8 quarters. The position peaked at $474K in Q1 2022. 2 funds tracked by Wall St. Rank hold ABTX as of Q4 2022.

Sheets Smith Wealth Management reported no remaining Allegiance Bancshares position as of Q4 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,620 Allegiance Bancshares shares in Q4 2022, an estimated $442K.
Sheets Smith Wealth Management first reported a position in Allegiance Bancshares in Q2 2017 and held it in 8 quarters.
Sheets Smith Wealth Management's Allegiance Bancshares position peaked at $474K in Q1 2022.
2 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q4 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2022, filed 8 Mar 2023.