Carolinas Wealth Consulting’s First Financial Bankshares FFIN Stock Holding History

Carolinas Wealth Consulting’s Portfolio FFIN Stock Details FFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9	Closed	-$271	–	1084
2023 Q4	$271	Hold	9	–	–	﹤0.01%	972
2023 Q3	$214	Sell	9 -132	-94%	-$3.83K	﹤0.01%	996
2023 Q2	$4.04K	Hold	141	–	–	﹤0.01%	708
2023 Q1	$4.52K	Hold	141	–	–	﹤0.01%	702
2022 Q4	$4.87K	Hold	141	–	–	﹤0.01%	695
2022 Q3	$6K	Hold	141	–	–	﹤0.01%	643
2022 Q2	$6K	Hold	141	–	–	﹤0.01%	638
2022 Q1	$6K	Hold	141	–	–	﹤0.01%	676
2021 Q4	$7K	Hold	141	–	–	﹤0.01%	659
2021 Q3	$7K	Hold	141	–	–	﹤0.01%	627
2021 Q2	$7K	Hold	141	–	–	﹤0.01%	653
2021 Q1	$7K	Hold	141	–	–	﹤0.01%	655
2020 Q4	$5K	Sell	141 -151	-52%	-$4.95K	﹤0.01%	645
2020 Q3	$8K	Buy	292 +141	+93%	+$4.18K	﹤0.01%	509
2020 Q2	$4K	Buy	+151	New	+$4.24K	﹤0.01%	418

Other funds holding FFIN

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's FFIN Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of First Financial Bankshares (FFIN) in Q1 2024, closing a stake of 9 shares — an estimated $271 sold.

Carolinas Wealth Consulting first reported a position in FFIN in Q2 2020 and held it in 15 quarters. The position peaked at $8K in Q3 2020. 276 funds tracked by Wall St. Rank hold FFIN as of Q1 2024.

Carolinas Wealth Consulting reported no remaining First Financial Bankshares position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 9 First Financial Bankshares shares in Q1 2024, an estimated $271.
Carolinas Wealth Consulting first reported a position in First Financial Bankshares in Q2 2020 and held it in 15 quarters.
Carolinas Wealth Consulting's First Financial Bankshares position peaked at $8K in Q3 2020.
276 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.