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KLR Investment Advisors’s Ameris Bancorp ABCB Stock Holding History

KLR Investment Advisors’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$262K Buy
5,595
+21
+0.4% +$1.02K 0.19% 153
2023
Q4 		$297K Sell
5,574
-123
-2% -$5.26K 0.21% 143
2023
Q3 		$209K Buy
+5,697
New +$227K 0.19% 165
2023
Q2 		– Sell
-5,912
Closed -$217K – 179
2023
Q1 		$217K Sell
5,912
-1,405
-19% -$63.2K 0.19% 162
2022
Q4 		$346K Buy
+7,317
New +$366K 0.28% 116

Other funds holding ABCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

KLR Investment Advisors's ABCB Position: Q1 2024 in Review

KLR Investment Advisors increased its Ameris Bancorp (ABCB) stake by 0.38% in Q1 2024, buying an estimated $1.02K and bringing the position to 5,595 shares worth $262K. The position accounts for 0.19% of the portfolio, ranked #153.

KLR Investment Advisors first reported a position in ABCB in Q4 2022 and has held it in 5 quarters since. The position peaked at $346K in Q4 2022. 276 funds tracked by Wall St. Rank hold ABCB as of Q1 2024.

  • KLR Investment Advisors held 5,595 shares of Ameris Bancorp worth $262K as of Q1 2024.
  • KLR Investment Advisors bought 21 Ameris Bancorp shares in Q1 2024, an estimated $1.02K.
  • Ameris Bancorp made up 0.19% of KLR Investment Advisors's portfolio in Q1 2024, its #153 holding.
  • KLR Investment Advisors first reported a position in Ameris Bancorp in Q4 2022 and has held it in 5 quarters since.
  • KLR Investment Advisors's Ameris Bancorp position peaked at $346K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.