AWM
SBCF icon

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

AE 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
2022
Q4 		– Sell
-19,405
Closed -$587K – 1907
2022
Q3 		$587K Buy
19,405
+645
+3% +$21.5K ﹤0.01% 1168
2022
Q2 		$620K Buy
+18,760
New +$627K 0.01% 1089

Other funds holding SBCF

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

AE Wealth Management's SBCF Position: Q4 2022 in Review

AE Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q4 2022, closing a stake of 19,405 shares — an estimated $587K sold.

AE Wealth Management first reported a position in SBCF in Q2 2022 and held it in 2 quarters. The position peaked at $620K in Q2 2022. 246 funds tracked by Wall St. Rank hold SBCF as of Q4 2022.

  • AE Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 19,405 Seacoast Banking Corp of Florida shares in Q4 2022, an estimated $587K.
  • AE Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q2 2022 and held it in 2 quarters.
  • AE Wealth Management's Seacoast Banking Corp of Florida position peaked at $620K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.