Janney Montgomery Scott’s Southern First Bancshares SFST Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-4,746	Closed	-$217K	–	2680
2022 Q4	$217K	Buy	+4,746	New	+$215K	﹤0.01%	2326
2022 Q3	–	Sell	-4,746	Closed	-$207K	–	2600
2022 Q2	$207K	Hold	4,746	–	–	﹤0.01%	2132
2022 Q1	$241K	Hold	4,746	–	–	﹤0.01%	1991
2021 Q4	$297K	Hold	4,746	–	–	﹤0.01%	2005
2021 Q3	$254K	Hold	4,746	–	–	﹤0.01%	2049
2021 Q2	$243K	Hold	4,746	–	–	﹤0.01%	2030
2021 Q1	$222K	Buy	+4,746	New	+$207K	﹤0.01%	2008
2020 Q1	–	Sell	-4,746	Closed	-$202K	–	2067
2019 Q4	$202K	Buy	+4,746	New	+$198K	﹤0.01%	1934

Other funds holding SFST

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Janney Montgomery Scott's SFST Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Southern First Bancshares (SFST) in Q1 2023, closing a stake of 4,746 shares — an estimated $217K sold.

Janney Montgomery Scott first reported a position in SFST in Q4 2019 and held it in 8 quarters. The position peaked at $297K in Q4 2021. 90 funds tracked by Wall St. Rank hold SFST as of Q1 2023.

Janney Montgomery Scott reported no remaining Southern First Bancshares position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 4,746 Southern First Bancshares shares in Q1 2023, an estimated $217K.
Janney Montgomery Scott first reported a position in Southern First Bancshares in Q4 2019 and held it in 8 quarters.
Janney Montgomery Scott's Southern First Bancshares position peaked at $297K in Q4 2021.
90 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.