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Dixon Hughes Goodman Wealth Advisors’s Southern First Bancshares SFST Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$213K Buy
4,181
+292
+8% +$16.8K 0.06% 164
2021
Q4 		$243K Buy
+3,889
New +$229K 0.08% 132

Other funds holding SFST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SFST Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Southern First Bancshares (SFST) stake by 7.5% in Q1 2022, buying an estimated $16.8K and bringing the position to 4,181 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #164.

Dixon Hughes Goodman Wealth Advisors first reported a position in SFST in Q4 2021 and has held it in 2 quarters since. The position peaked at $243K in Q4 2021. 107 funds tracked by Wall St. Rank hold SFST as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,181 shares of Southern First Bancshares worth $213K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 292 Southern First Bancshares shares in Q1 2022, an estimated $16.8K.
  • Southern First Bancshares made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #164 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Southern First Bancshares in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Southern First Bancshares position peaked at $243K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.