JP Morgan Private Wealth Advisors’s Seacoast Banking Corp of Florida SBCF Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$245K	Sell	11,174 -75	-0.7%	-$1.76K	﹤0.01%	1561
2023 Q2	$249K	Sell	11,249 -2,063	-15%	-$44.8K	﹤0.01%	1315
2023 Q1	$315K	Sell	13,312 -1,131	-8%	-$33.6K	﹤0.01%	1661
2022 Q4	$450K	Buy	14,443 +782	+6%	+$24.9K	﹤0.01%	1508
2022 Q3	$413K	Sell	13,661 -100	-0.7%	-$3.34K	﹤0.01%	1537
2022 Q2	$455K	Sell	13,761 -62	-0.4%	-$2.07K	﹤0.01%	1488
2022 Q1	$484K	Buy	13,823 +1,779	+15%	+$64.7K	﹤0.01%	1552
2021 Q4	$426K	Buy	12,044 +908	+8%	+$32.5K	﹤0.01%	1615
2021 Q3	$376K	Buy	11,136 +228	+2%	+$7.22K	﹤0.01%	1618
2021 Q2	$372K	Buy	10,908 +822	+8%	+$30K	﹤0.01%	1602
2021 Q1	$366K	Buy	10,086 +609	+6%	+$21.2K	﹤0.01%	1446
2020 Q4	$279K	Buy	+9,477	New	+$230K	﹤0.01%	1530

Other funds holding SBCF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SBCF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Seacoast Banking Corp of Florida (SBCF) stake by 0.67% in Q3 2023, selling an estimated $1.76K and leaving 11,174 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

JP Morgan Private Wealth Advisors first reported a position in SBCF in Q4 2020 and has held it in 12 quarters since. The position peaked at $484K in Q1 2022. 218 funds tracked by Wall St. Rank hold SBCF as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,174 shares of Seacoast Banking Corp of Florida worth $245K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 75 Seacoast Banking Corp of Florida shares in Q3 2023, an estimated $1.76K.
Seacoast Banking Corp of Florida made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1561 holding.
JP Morgan Private Wealth Advisors first reported a position in Seacoast Banking Corp of Florida in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Seacoast Banking Corp of Florida position peaked at $484K in Q1 2022.
218 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.