DLA
FBMS

Douglas Lane & Associates’s The First Bancshares, Inc. FBMS Stock Holding History

Douglas Lane & Associates’s Portfolio FBMS Stock Details FBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,700
Closed -$375K – 234
2022
Q4 		$375K Buy
+11,700
New +$379K 0.01% 190

Other funds holding FBMS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Douglas Lane & Associates's FBMS Position: Q1 2023 in Review

Douglas Lane & Associates sold out of The First Bancshares, Inc. (FBMS) in Q1 2023, closing a stake of 11,700 shares — an estimated $375K sold.

Douglas Lane & Associates first reported a position in FBMS in Q4 2022 and held it in 1 quarter. The position peaked at $375K in Q4 2022. 115 funds tracked by Wall St. Rank hold FBMS as of Q1 2023.

  • Douglas Lane & Associates reported no remaining The First Bancshares, Inc. position as of Q1 2023 after selling out during the quarter.
  • Douglas Lane & Associates sold 11,700 The First Bancshares, Inc. shares in Q1 2023, an estimated $375K.
  • Douglas Lane & Associates first reported a position in The First Bancshares, Inc. in Q4 2022 and held it in 1 quarter.
  • Douglas Lane & Associates's The First Bancshares, Inc. position peaked at $375K in Q4 2022.
  • 115 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2023.

Based on Douglas Lane & Associates's 13F filing for Q1 2023, filed 17 Apr 2023.