BCWM
SFBS

Bartlett & Co Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Bartlett & Co Wealth 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
2021
Q4 		– Sell
-31
Closed -$2.42K – 794
2021
Q3 		$2.42K Buy
+31
New +$2.22K ﹤0.01% 847

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's SFBS Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q4 2021, closing a stake of 31 shares — an estimated $2.42K sold.

Bartlett & Co Wealth Management first reported a position in SFBS in Q3 2021 and held it in 1 quarter. The position peaked at $2.42K in Q3 2021. 229 funds tracked by Wall St. Rank hold SFBS as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining ServisFirst Bancshares position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 31 ServisFirst Bancshares shares in Q4 2021, an estimated $2.42K.
  • Bartlett & Co Wealth Management first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's ServisFirst Bancshares position peaked at $2.42K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.