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Jamison Private Wealth Management’s Southern First Bancshares SFST Stock Holding History

Jamison Private Wealth Management’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
2023
Q4 		– Sell
-1,073
Closed -$28.9K – 407
2023
Q3 		$28.9K Buy
+1,073
New +$29.8K 0.01% 252

Other funds holding SFST

T. Rowe Price Investment Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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 $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jamison Private Wealth Management's SFST Position: Q4 2023 in Review

Jamison Private Wealth Management sold out of Southern First Bancshares (SFST) in Q4 2023, closing a stake of 1,073 shares — an estimated $28.9K sold.

Jamison Private Wealth Management first reported a position in SFST in Q3 2023 and held it in 1 quarter. The position peaked at $28.9K in Q3 2023. 92 funds tracked by Wall St. Rank hold SFST as of Q4 2023.

  • Jamison Private Wealth Management reported no remaining Southern First Bancshares position as of Q4 2023 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,073 Southern First Bancshares shares in Q4 2023, an estimated $28.9K.
  • Jamison Private Wealth Management first reported a position in Southern First Bancshares in Q3 2023 and held it in 1 quarter.
  • Jamison Private Wealth Management's Southern First Bancshares position peaked at $28.9K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2023.

Based on Jamison Private Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.