Financial Gravity Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Financial Gravity Asset Management’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1	Closed	-$78K	–	998
2021 Q3	$78K	Buy	+1	New	+$72	0.04%	429
2019 Q4	–	Sell	-9	Closed	–	–	1664
2019 Q3	$0	Hold	9	–	–	﹤0.01%	1502
2019 Q2	$0	Buy	+9	New	+$301	﹤0.01%	1604

Other funds holding SFBS

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's SFBS Position: Q4 2021 in Review

Financial Gravity Asset Management sold out of ServisFirst Bancshares (SFBS) in Q4 2021, closing a stake of 1 share — an estimated $78K sold.

Financial Gravity Asset Management first reported a position in SFBS in Q2 2019 and held it in 3 quarters. The position peaked at $78K in Q3 2021. 229 funds tracked by Wall St. Rank hold SFBS as of Q4 2021.

Financial Gravity Asset Management reported no remaining ServisFirst Bancshares position as of Q4 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 1 ServisFirst Bancshares share in Q4 2021, an estimated $78K.
Financial Gravity Asset Management first reported a position in ServisFirst Bancshares in Q2 2019 and held it in 3 quarters.
Financial Gravity Asset Management's ServisFirst Bancshares position peaked at $78K in Q3 2021.
229 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2021.

Based on Financial Gravity Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.