DCM Advisors’s Southside Bancshares SBSI Stock Holding History

DCM Advisors’s Portfolio SBSI Stock Details SBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,000	Closed	-$299K	–	214
2022 Q2	$299K	Buy	+8,000	New	+$311K	0.13%	148

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DCM Advisors's SBSI Position: Q3 2022 in Review

DCM Advisors sold out of Southside Bancshares (SBSI) in Q3 2022, closing a stake of 8,000 shares — an estimated $299K sold.

DCM Advisors first reported a position in SBSI in Q2 2022 and held it in 1 quarter. The position peaked at $299K in Q2 2022. 154 funds tracked by Wall St. Rank hold SBSI as of Q3 2022.

DCM Advisors reported no remaining Southside Bancshares position as of Q3 2022 after selling out during the quarter.
DCM Advisors sold 8,000 Southside Bancshares shares in Q3 2022, an estimated $299K.
DCM Advisors first reported a position in Southside Bancshares in Q2 2022 and held it in 1 quarter.
DCM Advisors's Southside Bancshares position peaked at $299K in Q2 2022.
154 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2022.

Based on DCM Advisors's 13F filing for Q3 2022, filed 11 Sep 2023.