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Ellevest Inc’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-15
Closed -$356 – 1376
2023
Q1 		$356 Buy
+15
New +$446 ﹤0.01% 1713

Other funds holding SBCF

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State Street
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NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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

Ellevest Inc's SBCF Position: Q2 2023 in Review

Ellevest Inc sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2023, closing a stake of 15 shares — an estimated $356 sold.

Ellevest Inc first reported a position in SBCF in Q1 2023 and held it in 1 quarter. The position peaked at $356 in Q1 2023. 218 funds tracked by Wall St. Rank hold SBCF as of Q2 2023.

  • Ellevest Inc reported no remaining Seacoast Banking Corp of Florida position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 15 Seacoast Banking Corp of Florida shares in Q2 2023, an estimated $356.
  • Ellevest Inc first reported a position in Seacoast Banking Corp of Florida in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Seacoast Banking Corp of Florida position peaked at $356 in Q1 2023.
  • 218 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.