Certified Advisory Corp’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Certified Advisory Corp’s Portfolio SBCF Stock Details SBCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-300	Closed	-$11K	–	624
2021 Q1	$11K	Buy	+300	New	+$10.5K	﹤0.01%	585
2020 Q2	$6K	Hold	293	–	–	﹤0.01%	622
2020 Q1	$5K	Hold	293	–	–	﹤0.01%	619
2019 Q4	$9K	Hold	293	–	–	﹤0.01%	606
2019 Q3	$7K	Hold	293	–	–	﹤0.01%	642
2019 Q2	$7K	Buy	+293	New	+$7.61K	﹤0.01%	638

Other funds holding SBCF

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Certified Advisory Corp's SBCF Position: Q2 2021 in Review

Certified Advisory Corp sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2021, closing a stake of 300 shares — an estimated $11K sold.

Certified Advisory Corp first reported a position in SBCF in Q2 2019 and held it in 6 quarters. The position peaked at $11K in Q1 2021. 203 funds tracked by Wall St. Rank hold SBCF as of Q2 2021.

Certified Advisory Corp reported no remaining Seacoast Banking Corp of Florida position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 300 Seacoast Banking Corp of Florida shares in Q2 2021, an estimated $11K.
Certified Advisory Corp first reported a position in Seacoast Banking Corp of Florida in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's Seacoast Banking Corp of Florida position peaked at $11K in Q1 2021.
203 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.