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Smith Shellnut Wilson’s Investar Holding Corp ISTR Stock Holding History

Smith Shellnut Wilson’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
2022
Q2 		– Sell
-38,000
Closed -$725K – 134
2022
Q1 		$725K Sell
38,000
-41,224
-52% -$799K 0.38% 47
2021
Q4 		$1.46M Buy
+79,224
New +$1.48M 0.72% 28

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
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Smith Shellnut Wilson's ISTR Position: Q2 2022 in Review

Smith Shellnut Wilson sold out of Investar Holding Corp (ISTR) in Q2 2022, closing a stake of 38,000 shares — an estimated $725K sold.

Smith Shellnut Wilson first reported a position in ISTR in Q4 2021 and held it in 2 quarters. The position peaked at $1.46M in Q4 2021. 55 funds tracked by Wall St. Rank hold ISTR as of Q2 2022.

  • Smith Shellnut Wilson reported no remaining Investar Holding Corp position as of Q2 2022 after selling out during the quarter.
  • Smith Shellnut Wilson sold 38,000 Investar Holding Corp shares in Q2 2022, an estimated $725K.
  • Smith Shellnut Wilson first reported a position in Investar Holding Corp in Q4 2021 and held it in 2 quarters.
  • Smith Shellnut Wilson's Investar Holding Corp position peaked at $1.46M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Investar Holding Corp as of Q2 2022.

Based on Smith Shellnut Wilson's 13F filing for Q2 2022, filed 2 Aug 2022.