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Sugarloaf Wealth Management’s Renasant Corp RNST Stock Holding History

Sugarloaf Wealth Management’s Portfolio RNST Stock Details RNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,077
Closed -$54.4K – 699
2023
Q3 		$54.4K Buy
2,077
+18
+0.9% +$507 0.01% 282
2023
Q2 		$53.8K Buy
2,059
+17
+0.8% +$470 0.01% 281
2023
Q1 		$62.5K Buy
2,042
+26
+1% +$909 0.02% 260
2022
Q4 		$75.8K Sell
2,016
-1
-0% -$38 0.02% 227
2022
Q3 		$64K Buy
2,017
+14
+0.7% +$456 0.02% 255
2022
Q2 		$58K Buy
2,003
+15
+0.8% +$459 0.01% 261
2022
Q1 		$66K Buy
1,988
+23
+1% +$842 0.02% 241
2021
Q4 		$75K Hold
1,965
– – 0.02% 236
2021
Q3 		$71K Buy
1,965
+12
+0.6% +$428 0.02% 227
2021
Q2 		$78K Buy
1,953
+11
+0.6% +$469 0.02% 220
2021
Q1 		$80 Buy
1,942
+23
+1% +$914 0.02% 216
2020
Q4 		$65K Buy
1,919
+1
+0.1% +$31 0.02% 225
2020
Q3 		$44K Buy
1,918
+18
+0.9% +$433 0.02% 253
2020
Q2 		$47K Buy
1,900
+18
+1% +$427 0.02% 246
2020
Q1 		$41K Buy
1,882
+31
+2% +$920 0.02% 245
2019
Q4 		$66K Buy
+1,851
New +$65.3K 0.03% 223

Other funds holding RNST

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Sugarloaf Wealth Management's RNST Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Renasant Corp (RNST) in Q4 2023, closing a stake of 2,077 shares — an estimated $54.4K sold.

Sugarloaf Wealth Management first reported a position in RNST in Q4 2019 and held it in 16 quarters. The position peaked at $78K in Q2 2021. 191 funds tracked by Wall St. Rank hold RNST as of Q4 2023.

  • Sugarloaf Wealth Management reported no remaining Renasant Corp position as of Q4 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,077 Renasant Corp shares in Q4 2023, an estimated $54.4K.
  • Sugarloaf Wealth Management first reported a position in Renasant Corp in Q4 2019 and held it in 16 quarters.
  • Sugarloaf Wealth Management's Renasant Corp position peaked at $78K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Renasant Corp as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.