WA
ISTR icon

Wasatch Advisors’s Investar Holding Corp ISTR Stock Holding History

Wasatch Advisors’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
2020
Q1 		– Sell
-202,726
Closed -$4.87M – 246
2019
Q4 		$4.87M Sell
202,726
-1,300
-0.6% -$32K 0.04% 207
2019
Q3 		$4.86M Hold
204,026
– – 0.05% 188
2019
Q2 		$4.87M Buy
204,026
+63,799
+45% +$1.49M 0.05% 182
2019
Q1 		$3.19M Hold
140,227
– – 0.03% 206
2018
Q4 		$3.48M Buy
140,227
+13,617
+11% +$340K 0.05% 186
2018
Q3 		$3.4M Hold
126,610
– – 0.04% 200
2018
Q2 		$3.5M Hold
126,610
– – 0.04% 185
2018
Q1 		$3.27M Buy
126,610
+13,402
+12% +$332K 0.04% 185
2017
Q4 		$2.73M Buy
113,208
+5,599
+5% +$133K 0.04% 197
2017
Q3 		$2.59M Buy
107,609
+20,609
+24% +$467K 0.04% 216
2017
Q2 		$1.99M Sell
87,000
-49,000
-36% -$1.1M 0.03% 247
2017
Q1 		$2.98M Buy
136,000
+10,000
+8% +$203K 0.04% 222
2016
Q4 		$2.35M Buy
126,000
+20,000
+19% +$343K 0.04% 238
2016
Q3 		$1.63M Hold
106,000
– – 0.02% 275
2016
Q2 		$1.63M Hold
106,000
– – 0.02% 277
2016
Q1 		$1.63M Sell
106,000
-5,000
-5% -$76.7K 0.02% 278
2015
Q4 		$1.95M Hold
111,000
– – 0.03% 279
2015
Q3 		$1.72M Buy
111,000
+10,000
+10% +$156K 0.02% 293
2015
Q2 		$1.53M Buy
101,000
+8,000
+9% +$125K 0.02% 322
2015
Q1 		$1.59M Hold
93,000
– – 0.02% 314
2014
Q4 		$1.29M Buy
93,000
+12,710
+16% +$173K 0.01% 338
2014
Q3 		$1.07M Buy
+80,290
New +$1.12M 0.01% 358

Other funds holding ISTR

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors's ISTR Position: Q1 2020 in Review

Wasatch Advisors sold out of Investar Holding Corp (ISTR) in Q1 2020, closing a stake of 202,726 shares — an estimated $4.87M sold.

Wasatch Advisors first reported a position in ISTR in Q3 2014 and held it in 22 quarters. The position peaked at $4.87M in Q2 2019. 63 funds tracked by Wall St. Rank hold ISTR as of Q1 2020.

  • Wasatch Advisors reported no remaining Investar Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Wasatch Advisors sold 202,726 Investar Holding Corp shares in Q1 2020, an estimated $4.87M.
  • Wasatch Advisors first reported a position in Investar Holding Corp in Q3 2014 and held it in 22 quarters.
  • Wasatch Advisors's Investar Holding Corp position peaked at $4.87M in Q2 2019.
  • 63 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2020.

Based on Wasatch Advisors's 13F filing for Q1 2020, filed 8 May 2020.