GI
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Gradient Investments’s South Plains Financial SPFI Stock Holding History

Gradient Investments’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,672
Closed -$251K – 1754
2023
Q4 		$251K Hold
8,672
– – 0.01% 316
2023
Q3 		$229K Hold
8,672
– – 0.01% 303
2023
Q2 		$195K Hold
8,672
– – 0.01% 327
2023
Q1 		$186K Buy
+8,672
New +$226K 0.01% 299

Other funds holding SPFI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gradient Investments's SPFI Position: Q1 2024 in Review

Gradient Investments sold out of South Plains Financial (SPFI) in Q1 2024, closing a stake of 8,672 shares — an estimated $251K sold.

Gradient Investments first reported a position in SPFI in Q1 2023 and held it in 4 quarters. The position peaked at $251K in Q4 2023. 77 funds tracked by Wall St. Rank hold SPFI as of Q1 2024.

  • Gradient Investments reported no remaining South Plains Financial position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 8,672 South Plains Financial shares in Q1 2024, an estimated $251K.
  • Gradient Investments first reported a position in South Plains Financial in Q1 2023 and held it in 4 quarters.
  • Gradient Investments's South Plains Financial position peaked at $251K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.