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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 $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 228 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.
  • 228 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.