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Cape Investment Advisory’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Cape Investment Advisory’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-55
Closed -$1.56K – 1138
2023
Q4 		$1.56K Buy
+55
New +$1.29K ﹤0.01% 961

Other funds holding SBCF

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Cape Investment Advisory's SBCF Position: Q1 2024 in Review

Cape Investment Advisory sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2024, closing a stake of 55 shares — an estimated $1.56K sold.

Cape Investment Advisory first reported a position in SBCF in Q4 2023 and held it in 1 quarter. The position peaked at $1.56K in Q4 2023. 240 funds tracked by Wall St. Rank hold SBCF as of Q1 2024.

  • Cape Investment Advisory reported no remaining Seacoast Banking Corp of Florida position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 55 Seacoast Banking Corp of Florida shares in Q1 2024, an estimated $1.56K.
  • Cape Investment Advisory first reported a position in Seacoast Banking Corp of Florida in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Seacoast Banking Corp of Florida position peaked at $1.56K in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.