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 Q3	$78K	Buy	+2	New	+$72	0.04%	429
2019 Q4	–	Sell	-18	Closed	–	–	1664
2019 Q3	$0	Hold	18	–	–	﹤0.01%	1502
2019 Q2	$0	Buy	+18	New	+$301	﹤0.01%	1604

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Financial Gravity Asset Management's SFBS Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in ServisFirst Bancshares (SFBS) in Q3 2021: 2 shares worth $78K. The stake represents 0.04% of the portfolio and ranks #429 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SFBS as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in SFBS in Q2 2019 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold SFBS as of Q3 2021.

Financial Gravity Asset Management held 2 shares of ServisFirst Bancshares worth $78K as of Q3 2021.
ServisFirst Bancshares was a new Financial Gravity Asset Management position in Q3 2021.
ServisFirst Bancshares made up 0.04% of Financial Gravity Asset Management's portfolio in Q3 2021, its #429 holding.
Financial Gravity Asset Management first reported a position in ServisFirst Bancshares in Q2 2019 and has held it in 3 quarters since.
215 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.