Harvest Group Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Harvest Group Wealth Management’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-50	Closed	-$1K	–	937
2019 Q4	$1K	Buy	+50	New	+$1.79K	﹤0.01%	853
2019 Q3	–	Sell	-27	Closed	–	–	1117
2019 Q2	$0	Hold	27	–	–	﹤0.01%	989
2019 Q1	$1K	Buy	+27	New	+$921	﹤0.01%	838

Other funds holding SFBS

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's SFBS Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SFBS in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 160 funds tracked by Wall St. Rank hold SFBS as of Q1 2020.

Harvest Group Wealth Management reported no remaining ServisFirst Bancshares position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 50 ServisFirst Bancshares shares in Q1 2020, an estimated $1K.
Harvest Group Wealth Management first reported a position in ServisFirst Bancshares in Q1 2019 and held it in 3 quarters.
Harvest Group Wealth Management's ServisFirst Bancshares position peaked at $1K in Q4 2019.
160 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.