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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
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Financial Gravity Asset Management's SBSI Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Southside Bancshares (SBSI) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SBSI as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in SBSI in Q2 2019 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold SBSI as of Q4 2020.

  • Financial Gravity Asset Management held 1 share of Southside Bancshares worth $0 as of Q4 2020.
  • Southside Bancshares was a new Financial Gravity Asset Management position in Q4 2020.
  • Southside Bancshares made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #645 holding.
  • Financial Gravity Asset Management first reported a position in Southside Bancshares in Q2 2019 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.