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Beaird Harris Wealth Management’s Southside Bancshares SBSI Stock Holding History

Beaird Harris Wealth Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,547
Closed -$349K – 566
2022
Q1 		$349K Hold
8,547
– – 0.13% 58
2021
Q4 		$357K Buy
+8,547
New +$353K 0.13% 76

Other funds holding SBSI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Beaird Harris Wealth Management's SBSI Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Southside Bancshares (SBSI) in Q2 2022, closing a stake of 8,547 shares — an estimated $349K sold.

Beaird Harris Wealth Management first reported a position in SBSI in Q4 2021 and held it in 2 quarters. The position peaked at $357K in Q4 2021. 141 funds tracked by Wall St. Rank hold SBSI as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining Southside Bancshares position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 8,547 Southside Bancshares shares in Q2 2022, an estimated $349K.
  • Beaird Harris Wealth Management first reported a position in Southside Bancshares in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Southside Bancshares position peaked at $357K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.