WAP
OBK icon

Wealthcare Advisory Partners’s Origin Bancorp OBK Stock Holding History

Wealthcare Advisory Partners’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$33K – 1390
2019
Q2 		$33K Buy
+1,000
New +$34K 0.01% 603

Other funds holding OBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Wealthcare Advisory Partners's OBK Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Origin Bancorp (OBK) in Q3 2019, closing a stake of 1,000 shares — an estimated $33K sold.

Wealthcare Advisory Partners first reported a position in OBK in Q2 2019 and held it in 1 quarter. The position peaked at $33K in Q2 2019. 76 funds tracked by Wall St. Rank hold OBK as of Q3 2019.

  • Wealthcare Advisory Partners reported no remaining Origin Bancorp position as of Q3 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,000 Origin Bancorp shares in Q3 2019, an estimated $33K.
  • Wealthcare Advisory Partners first reported a position in Origin Bancorp in Q2 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Origin Bancorp position peaked at $33K in Q2 2019.
  • 76 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.