Connectus Wealth’s Southside Bancshares SBSI Stock Holding History

Connectus Wealth’s Portfolio SBSI Stock Details SBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,426	Closed	-$352K	–	406
2021 Q4	$352K	Buy	+8,426	New	+$348K	0.01%	287

Other funds holding SBSI

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Connectus Wealth's SBSI Position: Q1 2022 in Review

Connectus Wealth sold out of Southside Bancshares (SBSI) in Q1 2022, closing a stake of 8,426 shares — an estimated $352K sold.

Connectus Wealth first reported a position in SBSI in Q4 2021 and held it in 1 quarter. The position peaked at $352K in Q4 2021. 139 funds tracked by Wall St. Rank hold SBSI as of Q1 2022.

Connectus Wealth reported no remaining Southside Bancshares position as of Q1 2022 after selling out during the quarter.
Connectus Wealth sold 8,426 Southside Bancshares shares in Q1 2022, an estimated $352K.
Connectus Wealth first reported a position in Southside Bancshares in Q4 2021 and held it in 1 quarter.
Connectus Wealth's Southside Bancshares position peaked at $352K in Q4 2021.
139 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2022.

Based on Connectus Wealth's 13F filing for Q1 2022, filed 6 May 2022.