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Covestor’s Southern First Bancshares SFST Stock Holding History

Covestor’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$1K – 2679
2023
Q4 		$1K Sell
13
-38
-75% -$1.13K ﹤0.01% 2029
2023
Q3 		$1K Buy
51
+8
+19% +$222 ﹤0.01% 1990
2023
Q2 		$1K Buy
43
+36
+514% +$939 ﹤0.01% 2014
2023
Q1 		$0 Hold
7
– – ﹤0.01% 2517
2022
Q4 		$0 Buy
7
+2
+40% +$91 ﹤0.01% 2536
2022
Q3 		$0 Buy
+5
New +$221 ﹤0.01% 2524

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's SFST Position: Q1 2024 in Review

Covestor sold out of Southern First Bancshares (SFST) in Q1 2024, closing a stake of 13 shares — an estimated $1K sold.

Covestor first reported a position in SFST in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q4 2023. 91 funds tracked by Wall St. Rank hold SFST as of Q1 2024.

  • Covestor reported no remaining Southern First Bancshares position as of Q1 2024 after selling out during the quarter.
  • Covestor sold 13 Southern First Bancshares shares in Q1 2024, an estimated $1K.
  • Covestor first reported a position in Southern First Bancshares in Q3 2022 and held it in 6 quarters.
  • Covestor's Southern First Bancshares position peaked at $1K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2024.

Based on Covestor's 13F filing for Q1 2024, filed 10 May 2024.