AWM
SFBS

Accurate Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Accurate Wealth Management’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15
Closed -$1.04K – 1205
2022
Q4 		$1.04K Buy
+15
New +$1.12K ﹤0.01% 1359

Other funds holding SFBS

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Accurate Wealth Management's SFBS Position: Q1 2023 in Review

Accurate Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 15 shares — an estimated $1.04K sold.

Accurate Wealth Management first reported a position in SFBS in Q4 2022 and held it in 1 quarter. The position peaked at $1.04K in Q4 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Accurate Wealth Management reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 15 ServisFirst Bancshares shares in Q1 2023, an estimated $1.04K.
  • Accurate Wealth Management first reported a position in ServisFirst Bancshares in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's ServisFirst Bancshares position peaked at $1.04K in Q4 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.