AI
FBMS

Atom Investors’s The First Bancshares, Inc. FBMS Stock Holding History

Atom Investors’s Portfolio FBMS Stock Details FBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,881
Closed -$282K – 705
2024
Q1 		$282K Buy
10,881
+1,478
+16% +$38K 0.04% 419
2023
Q4 		$276K Sell
9,403
-465
-5% -$12.4K 0.05% 371
2023
Q3 		$266K Sell
9,868
-3,280
-25% -$93.8K 0.06% 333
2023
Q2 		$340K Buy
13,148
+819
+7% +$21K 0.13% 170
2023
Q1 		$318K Buy
12,329
+2,240
+22% +$66K 0.17% 141
2022
Q4 		$323K Sell
10,089
-2,754
-21% -$89.3K 0.16% 129
2022
Q3 		$384K Buy
+12,843
New +$384K 0.14% 171

Other funds holding FBMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atom Investors's FBMS Position: Q2 2024 in Review

Atom Investors sold out of The First Bancshares, Inc. (FBMS) in Q2 2024, closing a stake of 10,881 shares — an estimated $282K sold.

Atom Investors first reported a position in FBMS in Q3 2022 and held it in 7 quarters. The position peaked at $384K in Q3 2022. 128 funds tracked by Wall St. Rank hold FBMS as of Q2 2024.

  • Atom Investors reported no remaining The First Bancshares, Inc. position as of Q2 2024 after selling out during the quarter.
  • Atom Investors sold 10,881 The First Bancshares, Inc. shares in Q2 2024, an estimated $282K.
  • Atom Investors first reported a position in The First Bancshares, Inc. in Q3 2022 and held it in 7 quarters.
  • Atom Investors's The First Bancshares, Inc. position peaked at $384K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2024.

Based on Atom Investors's 13F filing for Q2 2024, filed 14 Aug 2024.