GoalVest Advisory’s Mercantile Bank Corp MBWM Stock Holding History

GoalVest Advisory’s Portfolio MBWM Stock Details MBWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13	Closed	-$525	–	446
2023 Q4	$525	Sell	13 -110	-89%	-$3.85K	﹤0.01%	352
2023 Q3	$3.8K	Buy	123 +17	+16%	+$556	﹤0.01%	367
2023 Q2	$2.93K	Buy	+106	New	+$2.94K	﹤0.01%	334

Other funds holding MBWM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

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

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

GoalVest Advisory's MBWM Position: Q1 2024 in Review

GoalVest Advisory sold out of Mercantile Bank Corp (MBWM) in Q1 2024, closing a stake of 13 shares — an estimated $525 sold.

GoalVest Advisory first reported a position in MBWM in Q2 2023 and held it in 3 quarters. The position peaked at $3.8K in Q3 2023. 154 funds tracked by Wall St. Rank hold MBWM as of Q1 2024.

GoalVest Advisory reported no remaining Mercantile Bank Corp position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 13 Mercantile Bank Corp shares in Q1 2024, an estimated $525.
GoalVest Advisory first reported a position in Mercantile Bank Corp in Q2 2023 and held it in 3 quarters.
GoalVest Advisory's Mercantile Bank Corp position peaked at $3.8K in Q3 2023.
154 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.