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Heritage Wealth Management (Arizona)’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$389K Buy
12,466
+6,939
+126% +$221K 0.06% 259
2022
Q3 		$167K Buy
5,527
+147
+3% +$4.91K 0.05% 264
2022
Q2 		$178K Buy
5,380
+491
+10% +$16.4K 0.06% 262
2022
Q1 		$171K Buy
+4,889
New +$178K 0.05% 295
2021
Q3 		$92K Buy
2,719
+773
+40% +$24.5K 0.03% 358
2021
Q2 		$66K Buy
+1,946
New +$71K 0.03% 415

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SBCF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Seacoast Banking Corp of Florida (SBCF) stake by 126% in Q4 2022, buying an estimated $221K and bringing the position to 12,466 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #259.

Heritage Wealth Management (Arizona) first reported a position in SBCF in Q2 2021 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold SBCF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 12,466 shares of Seacoast Banking Corp of Florida worth $389K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 6,939 Seacoast Banking Corp of Florida shares in Q4 2022, an estimated $221K.
  • Seacoast Banking Corp of Florida made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #259 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Seacoast Banking Corp of Florida in Q2 2021 and has held it in 6 quarters since.
  • 246 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.