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Bartlett & Co Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Bartlett & Co 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
-52
Closed -$1.57K – 1181
2022
Q3 		$1.57K Sell
52
-82
-61% -$2.74K ﹤0.01% 1074
2022
Q2 		$4.43K Buy
+134
New +$4.48K ﹤0.01% 1041

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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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

Bartlett & Co Wealth Management's SBCF Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q4 2022, closing a stake of 52 shares — an estimated $1.57K sold.

Bartlett & Co Wealth Management first reported a position in SBCF in Q2 2022 and held it in 2 quarters. The position peaked at $4.43K in Q2 2022. 246 funds tracked by Wall St. Rank hold SBCF as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 52 Seacoast Banking Corp of Florida shares in Q4 2022, an estimated $1.57K.
  • Bartlett & Co Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Seacoast Banking Corp of Florida position peaked at $4.43K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.