Baker Avenue Asset Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-1,169	Closed	-$25.7K	–	1280
2023 Q3	$25.7K	Sell	1,169 -255	-18%	-$5.97K	﹤0.01%	616
2023 Q2	$31.5K	Sell	1,424 -896	-39%	-$19.5K	﹤0.01%	590
2023 Q1	$55K	Hold	2,320	–	–	﹤0.01%	517
2022 Q4	$72.4K	Buy	+2,320	New	+$73.8K	﹤0.01%	443

Other funds holding SBCF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's SBCF Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q4 2023, closing a stake of 1,169 shares — an estimated $25.7K sold.

Baker Avenue Asset Management first reported a position in SBCF in Q4 2022 and held it in 4 quarters. The position peaked at $72.4K in Q4 2022. 227 funds tracked by Wall St. Rank hold SBCF as of Q4 2023.

Baker Avenue Asset Management reported no remaining Seacoast Banking Corp of Florida position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 1,169 Seacoast Banking Corp of Florida shares in Q4 2023, an estimated $25.7K.
Baker Avenue Asset Management first reported a position in Seacoast Banking Corp of Florida in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Seacoast Banking Corp of Florida position peaked at $72.4K in Q4 2022.
227 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.