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Financial Gravity Asset Management’s Southside Bancshares SBSI Stock Holding History

Financial Gravity Asset Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 881
2020
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 645
2019
Q4 		– Sell
-8
Closed – – 1659
2019
Q3 		$0 Buy
8
+1
+14% +$33 ﹤0.01% 1499
2019
Q2 		$0 Buy
+7
New +$237 ﹤0.01% 1600

Other funds holding SBSI

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Financial Gravity Asset Management's SBSI Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Southside Bancshares (SBSI) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in SBSI in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 122 funds tracked by Wall St. Rank hold SBSI as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Southside Bancshares position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Southside Bancshares share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Southside Bancshares in Q2 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Southside Bancshares position peaked at $0 in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.