Carolinas Wealth Consulting’s Stock Yards Bancorp SYBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-177	Closed	-$8.08K	–	1112
2023 Q2	$8.08K	Hold	177	–	–	﹤0.01%	622
2023 Q1	$9.81K	Hold	177	–	–	﹤0.01%	609
2022 Q4	$11.5K	Sell	177 -5	-3%	-$358	﹤0.01%	600
2022 Q3	$12K	Hold	182	–	–	﹤0.01%	544
2022 Q2	$11K	Hold	182	–	–	﹤0.01%	559
2022 Q1	$10K	Hold	182	–	–	﹤0.01%	607
2021 Q4	$12K	Hold	182	–	–	﹤0.01%	591
2021 Q3	$11K	Hold	182	–	–	﹤0.01%	575
2021 Q2	$9K	Buy	182 +71	+64%	+$3.67K	﹤0.01%	620
2021 Q1	$6K	Hold	111	–	–	﹤0.01%	687
2020 Q4	$4K	Hold	111	–	–	﹤0.01%	681
2020 Q3	$4K	Buy	+111	New	+$4.43K	﹤0.01%	609

Other funds holding SYBT

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

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

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

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

CIP

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

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

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

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

Carolinas Wealth Consulting's SYBT Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Stock Yards Bancorp (SYBT) in Q3 2023, closing a stake of 177 shares — an estimated $8.08K sold.

Carolinas Wealth Consulting first reported a position in SYBT in Q3 2020 and held it in 12 quarters. The position peaked at $12K in Q3 2022. 157 funds tracked by Wall St. Rank hold SYBT as of Q3 2023.

Carolinas Wealth Consulting reported no remaining Stock Yards Bancorp position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 177 Stock Yards Bancorp shares in Q3 2023, an estimated $8.08K.
Carolinas Wealth Consulting first reported a position in Stock Yards Bancorp in Q3 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's Stock Yards Bancorp position peaked at $12K in Q3 2022.
157 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.