FinTrust Capital Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

FinTrust Capital Advisors’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
2024 Q2	–	Sell	-34	Closed	-$789	–	1422
2024 Q1	$789	Hold	34	–	–	﹤0.01%	1189
2023 Q4	$927	Hold	34	–	–	﹤0.01%	1148
2023 Q3	$729	Sell	34 -10	-23%	-$228	﹤0.01%	1147
2023 Q2	$1.55K	Hold	44	–	–	﹤0.01%	1055
2023 Q1	$1.55K	Hold	44	–	–	﹤0.01%	1047
2022 Q4	$1.55K	Sell	44 -162	-79%	-$5.68K	﹤0.01%	1044
2022 Q3	$8K	Sell	206 -138	-40%	-$5.44K	﹤0.01%	948
2022 Q2	$14K	Hold	344	–	–	﹤0.01%	808
2022 Q1	$15K	Sell	344 -19	-5%	-$896	﹤0.01%	833
2021 Q4	$17K	Buy	363 +10	+3%	+$484	﹤0.01%	793
2021 Q3	$16K	Hold	353	–	–	﹤0.01%	799
2021 Q2	$16K	Sell	353 -25	-7%	-$1.13K	﹤0.01%	816
2021 Q1	$16K	Hold	378	–	–	﹤0.01%	775
2020 Q4	$12K	Hold	378	–	–	﹤0.01%	805
2020 Q3	$9	Buy	378 +300	+385%	+$7.08K	﹤0.01%	851
2020 Q2	$2K	Sell	78 -95	-55%	-$2.26K	﹤0.01%	972
2020 Q1	$4K	Sell	173 -27	-14%	-$860	﹤0.01%	928
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	789
2019 Q3	$7K	Buy	200 +87	+77%	+$3.02K	﹤0.01%	828
2019 Q2	$4K	Hold	113	–	–	﹤0.01%	886
2019 Q1	$4K	Hold	113	–	–	﹤0.01%	1004
2018 Q4	$4K	Buy	+113	New	+$3.99K	﹤0.01%	1009

Other funds holding SASR

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FinTrust Capital Advisors's SASR Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2024, closing a stake of 34 shares — an estimated $789 sold.

FinTrust Capital Advisors first reported a position in SASR in Q4 2018 and held it in 22 quarters. The position peaked at $17K in Q4 2021. 201 funds tracked by Wall St. Rank hold SASR as of Q2 2024.

FinTrust Capital Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 34 Sandy Spring Bancorp Inc shares in Q2 2024, an estimated $789.
FinTrust Capital Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2018 and held it in 22 quarters.
FinTrust Capital Advisors's Sandy Spring Bancorp Inc position peaked at $17K in Q4 2021.
201 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.