IndexIQ Advisors’s ServisFirst Bancshares SFBS Stock Holding History

IndexIQ Advisors’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
2022 Q1	$412K	Sell	4,325 -2,561	-37%	-$224K	0.01%	515
2021 Q4	$585K	Sell	6,886 -445	-6%	-$36.3K	0.02%	467
2021 Q3	$570K	Buy	7,331 +734	+11%	+$52.5K	0.02%	471
2021 Q2	$448K	Buy	6,597 +163	+3%	+$10.8K	0.02%	550
2021 Q1	$395K	Sell	6,434 -709	-10%	-$35.2K	0.01%	853
2020 Q4	$288K	Buy	7,143 +737	+12%	+$28.6K	0.01%	704
2020 Q3	$218K	Buy	6,406 +349	+6%	+$12.5K	0.01%	571
2020 Q2	$217K	Sell	6,057 -561	-8%	-$18.5K	0.01%	483
2020 Q1	$194K	Buy	+6,618	New	+$232K	0.01%	357

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

DAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

IndexIQ Advisors's SFBS Position: Q1 2022 in Review

IndexIQ Advisors reduced its ServisFirst Bancshares (SFBS) stake by 37% in Q1 2022, selling an estimated $224K and leaving 4,325 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #515.

IndexIQ Advisors first reported a position in SFBS in Q1 2020 and has held it in 9 quarters since. The position peaked at $585K in Q4 2021. 250 funds tracked by Wall St. Rank hold SFBS as of Q1 2022.

IndexIQ Advisors held 4,325 shares of ServisFirst Bancshares worth $412K as of Q1 2022.
IndexIQ Advisors sold 2,561 ServisFirst Bancshares shares in Q1 2022, an estimated $224K.
ServisFirst Bancshares made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #515 holding.
IndexIQ Advisors first reported a position in ServisFirst Bancshares in Q1 2020 and has held it in 9 quarters since.
IndexIQ Advisors's ServisFirst Bancshares position peaked at $585K in Q4 2021.
250 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.