Capstone Investment Advisors
ABCB icon

Capstone Investment Advisors’s Ameris Bancorp ABCB Stock Holding History

Capstone Investment Advisors’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,571
Closed -$214K – 2076
2023
Q3 		$214K Buy
+5,571
New +$222K ﹤0.01% 1782

Other funds holding ABCB

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
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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's ABCB Position: Q4 2023 in Review

Capstone Investment Advisors sold out of Ameris Bancorp (ABCB) in Q4 2023, closing a stake of 5,571 shares — an estimated $214K sold.

Capstone Investment Advisors first reported a position in ABCB in Q3 2023 and held it in 1 quarter. The position peaked at $214K in Q3 2023. 255 funds tracked by Wall St. Rank hold ABCB as of Q4 2023.

  • Capstone Investment Advisors reported no remaining Ameris Bancorp position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,571 Ameris Bancorp shares in Q4 2023, an estimated $214K.
  • Capstone Investment Advisors first reported a position in Ameris Bancorp in Q3 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's Ameris Bancorp position peaked at $214K in Q3 2023.
  • 255 funds tracked by Wall St. Rank held Ameris Bancorp as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.