FGAM
SASR

Financial Gravity Asset Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Financial Gravity Asset Management’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-90
Closed -$4 – 861
2022
Q1 		$4 Buy
90
+42
+88% +$1.98K ﹤0.01% 833
2021
Q4 		$28 Buy
48
+47
+4,700% +$2.28K ﹤0.01% 786
2021
Q3 		$46K Buy
+1
New +$43 0.02% 602

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Financial Gravity Asset Management's SASR Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2022, closing a stake of 90 shares — an estimated $4 sold.

Financial Gravity Asset Management first reported a position in SASR in Q3 2021 and held it in 3 quarters. The position peaked at $46K in Q3 2021. 195 funds tracked by Wall St. Rank hold SASR as of Q2 2022.

  • Financial Gravity Asset Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 90 Sandy Spring Bancorp Inc shares in Q2 2022, an estimated $4.
  • Financial Gravity Asset Management first reported a position in Sandy Spring Bancorp Inc in Q3 2021 and held it in 3 quarters.
  • Financial Gravity Asset Management's Sandy Spring Bancorp Inc position peaked at $46K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.