Curi Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-477	Closed	-$16K	–	598
2022 Q2	$16K	Hold	477	–	–	﹤0.01%	331
2022 Q1	$16K	Hold	477	–	–	﹤0.01%	307
2021 Q4	$16K	Buy	+477	New	+$17.1K	﹤0.01%	272
2021 Q1	–	Sell	-477	Closed	-$14K	–	410
2020 Q4	$14K	Buy	+477	New	+$11.6K	0.01%	220

Other funds holding SBCF

BlackRock New York $5.72T AUM 30.48% 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

SBH

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

Curi Wealth Management's SBCF Position: Q3 2022 in Review

Curi Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q3 2022, closing a stake of 477 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in SBCF in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 242 funds tracked by Wall St. Rank hold SBCF as of Q3 2022.

Curi Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 477 Seacoast Banking Corp of Florida shares in Q3 2022, an estimated $16K.
Curi Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Seacoast Banking Corp of Florida position peaked at $16K in Q2 2022.
242 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.