FIM
SBCF icon

Fernwood Investment Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-358
Closed -$9.09K – 603
2024
Q1 		$9.09K Buy
+358
New +$9.02K ﹤0.01% 581

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Fernwood Investment Management's SBCF Position: Q2 2024 in Review

Fernwood Investment Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2024, closing a stake of 358 shares — an estimated $9.09K sold.

Fernwood Investment Management first reported a position in SBCF in Q1 2024 and held it in 1 quarter. The position peaked at $9.09K in Q1 2024. 229 funds tracked by Wall St. Rank hold SBCF as of Q2 2024.

  • Fernwood Investment Management reported no remaining Seacoast Banking Corp of Florida position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 358 Seacoast Banking Corp of Florida shares in Q2 2024, an estimated $9.09K.
  • Fernwood Investment Management first reported a position in Seacoast Banking Corp of Florida in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Seacoast Banking Corp of Florida position peaked at $9.09K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.