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Avior Wealth Management’s Southern First Bancshares SFST Stock Holding History

Avior Wealth Management’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$31 – 3478
2024
Q1 		$31 Buy
+1
New +$34 ﹤0.01% 3602

Other funds holding SFST

FCM
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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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's SFST Position: Q2 2024 in Review

Avior Wealth Management sold out of Southern First Bancshares (SFST) in Q2 2024, closing a stake of 1 share — an estimated $31 sold.

Avior Wealth Management first reported a position in SFST in Q1 2024 and held it in 1 quarter. The position peaked at $31 in Q1 2024. 95 funds tracked by Wall St. Rank hold SFST as of Q2 2024.

  • Avior Wealth Management reported no remaining Southern First Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Southern First Bancshares share in Q2 2024, an estimated $31.
  • Avior Wealth Management first reported a position in Southern First Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Southern First Bancshares position peaked at $31 in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2024.

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