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Dakota Wealth Management’s Ameris Bancorp ABCB Stock Holding History

Dakota Wealth Management’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,304
Closed -$203K – 616
2022
Q4 		$203K Sell
4,304
-512
-11% -$25.6K 0.01% 549
2022
Q3 		$215K Sell
4,816
-152
-3% -$6.97K 0.02% 485
2022
Q2 		$200K Buy
+4,968
New +$211K 0.02% 449

Other funds holding ABCB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dakota Wealth Management's ABCB Position: Q1 2023 in Review

Dakota Wealth Management sold out of Ameris Bancorp (ABCB) in Q1 2023, closing a stake of 4,304 shares — an estimated $203K sold.

Dakota Wealth Management first reported a position in ABCB in Q2 2022 and held it in 3 quarters. The position peaked at $215K in Q3 2022. 258 funds tracked by Wall St. Rank hold ABCB as of Q1 2023.

  • Dakota Wealth Management reported no remaining Ameris Bancorp position as of Q1 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 4,304 Ameris Bancorp shares in Q1 2023, an estimated $203K.
  • Dakota Wealth Management first reported a position in Ameris Bancorp in Q2 2022 and held it in 3 quarters.
  • Dakota Wealth Management's Ameris Bancorp position peaked at $215K in Q3 2022.
  • 258 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2023.

Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.