CWP
SBCF icon

Cyndeo Wealth Partners’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Cyndeo Wealth Partners’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
2024
Q3 		– Sell
-10,749
Closed -$254K – 459
2024
Q2 		$254K Buy
+10,749
New +$251K 0.02% 351

Other funds holding SBCF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cyndeo Wealth Partners's SBCF Position: Q3 2024 in Review

Cyndeo Wealth Partners sold out of Seacoast Banking Corp of Florida (SBCF) in Q3 2024, closing a stake of 10,749 shares — an estimated $254K sold.

Cyndeo Wealth Partners first reported a position in SBCF in Q2 2024 and held it in 1 quarter. The position peaked at $254K in Q2 2024. 243 funds tracked by Wall St. Rank hold SBCF as of Q3 2024.

  • Cyndeo Wealth Partners reported no remaining Seacoast Banking Corp of Florida position as of Q3 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 10,749 Seacoast Banking Corp of Florida shares in Q3 2024, an estimated $254K.
  • Cyndeo Wealth Partners first reported a position in Seacoast Banking Corp of Florida in Q2 2024 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Seacoast Banking Corp of Florida position peaked at $254K in Q2 2024.
  • 243 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2024, filed 18 Oct 2024.