CPC
SFBS

Consolidated Planning Corp’s ServisFirst Bancshares SFBS Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-1,008
Closed -$78K – 377
2021
Q3 		$78K Buy
+1,008
New +$72.1K 0.05% 124

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's SFBS Position: Q4 2021 in Review

Consolidated Planning Corp sold out of ServisFirst Bancshares (SFBS) in Q4 2021, closing a stake of 1,008 shares — an estimated $78K sold.

Consolidated Planning Corp first reported a position in SFBS in Q3 2021 and held it in 1 quarter. The position peaked at $78K in Q3 2021. 229 funds tracked by Wall St. Rank hold SFBS as of Q4 2021.

  • Consolidated Planning Corp reported no remaining ServisFirst Bancshares position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,008 ServisFirst Bancshares shares in Q4 2021, an estimated $78K.
  • Consolidated Planning Corp first reported a position in ServisFirst Bancshares in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's ServisFirst Bancshares position peaked at $78K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.