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Laurel Wealth Advisors (California)’s First Financial Bankshares FFIN Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$398K Sell
11,582
-1,166
-9% -$44.1K 0.04% 418
2022
Q3 		$533K Buy
12,748
+3,728
+41% +$160K 0.06% 327
2022
Q2 		$354K Hold
9,020
– – 0.04% 447
2022
Q1 		$398K Hold
9,020
– – 0.03% 492
2021
Q4 		$459K Buy
+9,020
New +$458K 0.04% 477

Other funds holding FFIN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FFIN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its First Financial Bankshares (FFIN) stake by 9.1% in Q4 2022, selling an estimated $44.1K and leaving 11,582 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #418.

Laurel Wealth Advisors (California) first reported a position in FFIN in Q4 2021 and has held it in 5 quarters since. The position peaked at $533K in Q3 2022. 282 funds tracked by Wall St. Rank hold FFIN as of Q4 2022.

  • Laurel Wealth Advisors (California) held 11,582 shares of First Financial Bankshares worth $398K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,166 First Financial Bankshares shares in Q4 2022, an estimated $44.1K.
  • First Financial Bankshares made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #418 holding.
  • Laurel Wealth Advisors (California) first reported a position in First Financial Bankshares in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s First Financial Bankshares position peaked at $533K in Q3 2022.
  • 282 funds tracked by Wall St. Rank held First Financial Bankshares as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.