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Abound Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Abound Wealth Management’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15
Closed -$381 – 1287
2024
Q1 		$381 Hold
15
– – ﹤0.01% 1019
2023
Q4 		$427 Sell
15
-3
-17% -$71 ﹤0.01% 994
2023
Q3 		$396 Hold
18
– – ﹤0.01% 889
2023
Q2 		$398 Buy
+18
New +$391 ﹤0.01% 934

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State Street
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NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's SBCF Position: Q2 2024 in Review

Abound Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2024, closing a stake of 15 shares — an estimated $381 sold.

Abound Wealth Management first reported a position in SBCF in Q2 2023 and held it in 4 quarters. The position peaked at $427 in Q4 2023. 229 funds tracked by Wall St. Rank hold SBCF as of Q2 2024.

  • Abound Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 15 Seacoast Banking Corp of Florida shares in Q2 2024, an estimated $381.
  • Abound Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Seacoast Banking Corp of Florida position peaked at $427 in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.