Carolinas Wealth Consulting’s ServisFirst Bancshares SFBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-425	Closed	-$28.4K	–	1138
2023 Q4	$28.4K	Hold	425	–	–	0.01%	401
2023 Q3	$20K	Hold	425	–	–	0.01%	433
2023 Q2	$17.5K	Hold	425	–	–	﹤0.01%	499
2023 Q1	$23.3K	Buy	+425	New	+$28.5K	0.01%	465
2022 Q1	–	Sell	-40	Closed	-$3K	–	998
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	793
2021 Q3	$3K	Sell	40 -5	-11%	-$358	﹤0.01%	756
2021 Q2	$3K	Sell	45 -4	-8%	-$265	﹤0.01%	776
2021 Q1	$3K	Buy	+49	New	+$2.43K	﹤0.01%	783

Other funds holding SFBS

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Carolinas Wealth Consulting sold out of ServisFirst Bancshares (SFBS) in Q1 2024, closing a stake of 425 shares — an estimated $28.4K sold.

Carolinas Wealth Consulting first reported a position in SFBS in Q1 2021 and held it in 8 quarters. The position peaked at $28.4K in Q4 2023. 253 funds tracked by Wall St. Rank hold SFBS as of Q1 2024.

Carolinas Wealth Consulting reported no remaining ServisFirst Bancshares position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 425 ServisFirst Bancshares shares in Q1 2024, an estimated $28.4K.
Carolinas Wealth Consulting first reported a position in ServisFirst Bancshares in Q1 2021 and held it in 8 quarters.
Carolinas Wealth Consulting's ServisFirst Bancshares position peaked at $28.4K in Q4 2023.
253 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2024.

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