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Beacon Pointe Advisors’s Southern First Bancshares SFST Stock Holding History

Beacon Pointe Advisors’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
2022
Q2 		– Sell
-5,541
Closed -$282K – 1199
2022
Q1 		$282K Buy
+5,541
New +$318K ﹤0.01% 1006
2021
Q4 		– Sell
-5,541
Closed -$296K – 996
2021
Q3 		$296K Buy
+5,541
New +$280K 0.01% 712

Other funds holding SFST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Advisors's SFST Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Southern First Bancshares (SFST) in Q2 2022, closing a stake of 5,541 shares — an estimated $282K sold.

Beacon Pointe Advisors first reported a position in SFST in Q3 2021 and held it in 2 quarters. The position peaked at $296K in Q3 2021. 103 funds tracked by Wall St. Rank hold SFST as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Southern First Bancshares position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,541 Southern First Bancshares shares in Q2 2022, an estimated $282K.
  • Beacon Pointe Advisors first reported a position in Southern First Bancshares in Q3 2021 and held it in 2 quarters.
  • Beacon Pointe Advisors's Southern First Bancshares position peaked at $296K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.