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IndexIQ Advisors’s Southern First Bancshares SFST Stock Holding History

IndexIQ Advisors’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,008
Closed -$563K – 1480
2021
Q4 		$563K Sell
9,008
-582
-6% -$34.2K 0.02% 489
2021
Q3 		$513K Buy
9,590
+960
+11% +$48.5K 0.02% 533
2021
Q2 		$442K Buy
8,630
+31
+0.4% +$1.6K 0.01% 563
2021
Q1 		$403K Buy
+8,599
New +$375K 0.01% 629

Other funds holding SFST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IndexIQ Advisors's SFST Position: Q1 2022 in Review

IndexIQ Advisors sold out of Southern First Bancshares (SFST) in Q1 2022, closing a stake of 9,008 shares — an estimated $563K sold.

IndexIQ Advisors first reported a position in SFST in Q1 2021 and held it in 4 quarters. The position peaked at $563K in Q4 2021. 107 funds tracked by Wall St. Rank hold SFST as of Q1 2022.

  • IndexIQ Advisors reported no remaining Southern First Bancshares position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 9,008 Southern First Bancshares shares in Q1 2022, an estimated $563K.
  • IndexIQ Advisors first reported a position in Southern First Bancshares in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Southern First Bancshares position peaked at $563K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2022.

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