BAAM
SFBS

Baker Avenue Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Baker Avenue Asset 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
Q2 		– Sell
-121
Closed -$6.61K – 1740
2023
Q1 		$6.61K Hold
121
– – ﹤0.01% 830
2022
Q4 		$8.34K Buy
+121
New +$9.04K ﹤0.01% 735

Other funds holding SFBS

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Baker Avenue Asset Management's SFBS Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 121 shares — an estimated $6.61K sold.

Baker Avenue Asset Management first reported a position in SFBS in Q4 2022 and held it in 2 quarters. The position peaked at $8.34K in Q4 2022. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 121 ServisFirst Bancshares shares in Q2 2023, an estimated $6.61K.
  • Baker Avenue Asset Management first reported a position in ServisFirst Bancshares in Q4 2022 and held it in 2 quarters.
  • Baker Avenue Asset Management's ServisFirst Bancshares position peaked at $8.34K in Q4 2022.
  • 224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.