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Key Financial Inc’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-275
Closed -$8.31K – 1209
2022
Q4 		$8.31K Hold
275
– – ﹤0.01% 668
2022
Q3 		$8K Hold
275
– – ﹤0.01% 697
2022
Q2 		$9K Hold
275
– – ﹤0.01% 662
2022
Q1 		$10K Buy
+275
New +$10K 0.01% 646

Other funds holding SBCF

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Key Financial Inc's SBCF Position: Q1 2023 in Review

Key Financial Inc sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2023, closing a stake of 275 shares — an estimated $8.31K sold.

Key Financial Inc first reported a position in SBCF in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 235 funds tracked by Wall St. Rank hold SBCF as of Q1 2023.

  • Key Financial Inc reported no remaining Seacoast Banking Corp of Florida position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 275 Seacoast Banking Corp of Florida shares in Q1 2023, an estimated $8.31K.
  • Key Financial Inc first reported a position in Seacoast Banking Corp of Florida in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's Seacoast Banking Corp of Florida position peaked at $10K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.