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Capital Performance Advisors’s Southern First Bancshares SFST Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-25
Closed -$852 – 2239
2024
Q3 		$852 Buy
+25
New +$804 ﹤0.01% 1982

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Investment Management
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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's SFST Position: Q4 2024 in Review

Capital Performance Advisors sold out of Southern First Bancshares (SFST) in Q4 2024, closing a stake of 25 shares — an estimated $852 sold.

Capital Performance Advisors first reported a position in SFST in Q3 2024 and held it in 1 quarter. The position peaked at $852 in Q3 2024. 94 funds tracked by Wall St. Rank hold SFST as of Q4 2024.

  • Capital Performance Advisors reported no remaining Southern First Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 25 Southern First Bancshares shares in Q4 2024, an estimated $852.
  • Capital Performance Advisors first reported a position in Southern First Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Southern First Bancshares position peaked at $852 in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.