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Better Money Decisions’s Southern First Bancshares SFST Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-89
Closed -$5K – 476
2021
Q3 		$5K Hold
89
– – ﹤0.01% 522
2021
Q2 		$5K Hold
89
– – ﹤0.01% 510
2021
Q1 		$4K Buy
+89
New +$3.88K ﹤0.01% 505

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Better Money Decisions's SFST Position: Q4 2021 in Review

Better Money Decisions sold out of Southern First Bancshares (SFST) in Q4 2021, closing a stake of 89 shares — an estimated $5K sold.

Better Money Decisions first reported a position in SFST in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 102 funds tracked by Wall St. Rank hold SFST as of Q4 2021.

  • Better Money Decisions reported no remaining Southern First Bancshares position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 89 Southern First Bancshares shares in Q4 2021, an estimated $5K.
  • Better Money Decisions first reported a position in Southern First Bancshares in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Southern First Bancshares position peaked at $5K in Q3 2021.
  • 102 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.