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Crewe Advisors’s Southern First Bancshares SFST Stock Holding History

Crewe Advisors’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
2022
Q4 		– Sell
-43
Closed -$2K – 1233
2022
Q3 		$2K Buy
+43
New +$1.9K ﹤0.01% 1075

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Crewe Advisors's SFST Position: Q4 2022 in Review

Crewe Advisors sold out of Southern First Bancshares (SFST) in Q4 2022, closing a stake of 43 shares — an estimated $2K sold.

Crewe Advisors first reported a position in SFST in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 100 funds tracked by Wall St. Rank hold SFST as of Q4 2022.

  • Crewe Advisors reported no remaining Southern First Bancshares position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 43 Southern First Bancshares shares in Q4 2022, an estimated $2K.
  • Crewe Advisors first reported a position in Southern First Bancshares in Q3 2022 and held it in 1 quarter.
  • Crewe Advisors's Southern First Bancshares position peaked at $2K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.