YAL
ABTX

Your Advocates Ltd’s Allegiance Bancshares ABTX Stock Holding History

Your Advocates Ltd’s Portfolio ABTX Stock Details ABTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,346
Closed -$80K – 164
2020
Q4 		$80K Buy
2,346
+932
+66% +$28.3K 0.06% 34
2020
Q3 		$33K Hold
1,414
– – 0.03% 43
2020
Q2 		$32K Hold
1,414
– – 0.02% 48
2020
Q1 		$34K Buy
+1,414
New +$47.5K 0.03% 42

Other funds holding ABTX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Your Advocates Ltd's ABTX Position: Q1 2021 in Review

Your Advocates Ltd sold out of Allegiance Bancshares (ABTX) in Q1 2021, closing a stake of 2,346 shares — an estimated $80K sold.

Your Advocates Ltd first reported a position in ABTX in Q1 2020 and held it in 4 quarters. The position peaked at $80K in Q4 2020. 122 funds tracked by Wall St. Rank hold ABTX as of Q1 2021.

  • Your Advocates Ltd reported no remaining Allegiance Bancshares position as of Q1 2021 after selling out during the quarter.
  • Your Advocates Ltd sold 2,346 Allegiance Bancshares shares in Q1 2021, an estimated $80K.
  • Your Advocates Ltd first reported a position in Allegiance Bancshares in Q1 2020 and held it in 4 quarters.
  • Your Advocates Ltd's Allegiance Bancshares position peaked at $80K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Allegiance Bancshares as of Q1 2021.

Based on Your Advocates Ltd's 13F filing for Q1 2021, filed 29 Apr 2021.