Elmwood Wealth Management’s Ameris Bancorp ABCB Stock Holding History

Elmwood 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	-6,215	Closed	-$1.03M	–	120
2022 Q4	$1.03M	Hold	6,215	–	–	0.51%	70
2022 Q3	$841K	Buy	6,215 +145	+2%	+$6.65K	0.42%	74
2022 Q2	$859K	Sell	6,070 -150	-2%	-$6.36K	0.49%	70
2022 Q1	$962K	Buy	6,220 +400	+7%	+$19.7K	0.49%	71
2021 Q4	$773K	Buy	+5,820	New	+$301K	0.37%	79
2021 Q2	$606K	Hold	5,290	–	–	0.32%	78
2021 Q1	$625K	Buy	+5,290	New	+$251K	0.38%	74
2020 Q3	$553K	Hold	5,490	–	–	0.45%	69
2020 Q2	$553K	Buy	+5,490	New	+$129K	0.45%	69

Other funds holding ABCB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Ameris Bancorp (ABCB) in Q1 2023, closing a stake of 6,215 shares — an estimated $1.03M sold.

Elmwood Wealth Management first reported a position in ABCB in Q2 2020 and held it in 9 quarters. The position peaked at $1.03M in Q4 2022. 258 funds tracked by Wall St. Rank hold ABCB as of Q1 2023.

Elmwood Wealth Management reported no remaining Ameris Bancorp position as of Q1 2023 after selling out during the quarter.
Elmwood Wealth Management sold 6,215 Ameris Bancorp shares in Q1 2023, an estimated $1.03M.
Elmwood Wealth Management first reported a position in Ameris Bancorp in Q2 2020 and held it in 9 quarters.
Elmwood Wealth Management's Ameris Bancorp position peaked at $1.03M in Q4 2022.
258 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2023.

Based on Elmwood Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.