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GoalVest Advisory’s Seacoast Banking Corp of Florida SBCF Stock Holding History

GoalVest Advisory’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-129
Closed -$2.83K – 467
2023
Q3 		$2.83K Buy
129
+8
+7% +$187 ﹤0.01% 395
2023
Q2 		$2.67K Buy
+121
New +$2.63K ﹤0.01% 336

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's SBCF Position: Q4 2023 in Review

GoalVest Advisory sold out of Seacoast Banking Corp of Florida (SBCF) in Q4 2023, closing a stake of 129 shares — an estimated $2.83K sold.

GoalVest Advisory first reported a position in SBCF in Q2 2023 and held it in 2 quarters. The position peaked at $2.83K in Q3 2023. 227 funds tracked by Wall St. Rank hold SBCF as of Q4 2023.

  • GoalVest Advisory reported no remaining Seacoast Banking Corp of Florida position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 129 Seacoast Banking Corp of Florida shares in Q4 2023, an estimated $2.83K.
  • GoalVest Advisory first reported a position in Seacoast Banking Corp of Florida in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Seacoast Banking Corp of Florida position peaked at $2.83K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.