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WealthSource Partners’s Investar Holding Corp ISTR Stock Holding History

WealthSource Partners’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
Q4 		– Sell
-47,404
Closed -$943K – 507
2022
Q3 		$943K Hold
47,404
– – 0.07% 203
2022
Q2 		$1.04M Sell
47,404
-11,844
-20% -$243K 0.08% 186
2022
Q1 		$1.13M Buy
+59,248
New +$1.15M 0.08% 195

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthSource Partners's ISTR Position: Q4 2022 in Review

WealthSource Partners sold out of Investar Holding Corp (ISTR) in Q4 2022, closing a stake of 47,404 shares — an estimated $943K sold.

WealthSource Partners first reported a position in ISTR in Q1 2022 and held it in 3 quarters. The position peaked at $1.13M in Q1 2022. 59 funds tracked by Wall St. Rank hold ISTR as of Q4 2022.

  • WealthSource Partners reported no remaining Investar Holding Corp position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 47,404 Investar Holding Corp shares in Q4 2022, an estimated $943K.
  • WealthSource Partners first reported a position in Investar Holding Corp in Q1 2022 and held it in 3 quarters.
  • WealthSource Partners's Investar Holding Corp position peaked at $1.13M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Investar Holding Corp as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.