CFS
FBMS

Cannon Financial Strategists’s The First Bancshares, Inc. FBMS Stock Holding History

Cannon Financial Strategists’s Portfolio FBMS Stock Details FBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,000
Closed -$229K – 74
2022
Q2 		$229K Buy
+8,000
New +$248K 0.09% 68

Other funds holding FBMS

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T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Cannon Financial Strategists's FBMS Position: Q3 2022 in Review

Cannon Financial Strategists sold out of The First Bancshares, Inc. (FBMS) in Q3 2022, closing a stake of 8,000 shares — an estimated $229K sold.

Cannon Financial Strategists first reported a position in FBMS in Q2 2022 and held it in 1 quarter. The position peaked at $229K in Q2 2022. 114 funds tracked by Wall St. Rank hold FBMS as of Q3 2022.

  • Cannon Financial Strategists reported no remaining The First Bancshares, Inc. position as of Q3 2022 after selling out during the quarter.
  • Cannon Financial Strategists sold 8,000 The First Bancshares, Inc. shares in Q3 2022, an estimated $229K.
  • Cannon Financial Strategists first reported a position in The First Bancshares, Inc. in Q2 2022 and held it in 1 quarter.
  • Cannon Financial Strategists's The First Bancshares, Inc. position peaked at $229K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q3 2022.

Based on Cannon Financial Strategists's 13F filing for Q3 2022, filed 2 Oct 2024.