CSPIA
SFBS

Cary Street Partners Investment Advisory’s ServisFirst Bancshares SFBS Stock Holding History

Cary Street Partners Investment Advisory’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
2021
Q1 		– Sell
-67,707
Closed -$2.73M – 403
2020
Q4 		$2.73M Buy
+67,707
New +$2.62M 0.53% 41

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Cary Street Partners Investment Advisory's SFBS Position: Q1 2021 in Review

Cary Street Partners Investment Advisory sold out of ServisFirst Bancshares (SFBS) in Q1 2021, closing a stake of 67,707 shares — an estimated $2.73M sold.

Cary Street Partners Investment Advisory first reported a position in SFBS in Q4 2020 and held it in 1 quarter. The position peaked at $2.73M in Q4 2020. 192 funds tracked by Wall St. Rank hold SFBS as of Q1 2021.

  • Cary Street Partners Investment Advisory reported no remaining ServisFirst Bancshares position as of Q1 2021 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 67,707 ServisFirst Bancshares shares in Q1 2021, an estimated $2.73M.
  • Cary Street Partners Investment Advisory first reported a position in ServisFirst Bancshares in Q4 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's ServisFirst Bancshares position peaked at $2.73M in Q4 2020.
  • 192 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2021.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.