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Legacy Financial Advisors’s FB Financial Corp FBK Stock Holding History

Legacy Financial Advisors’s Portfolio FBK Stock Details FBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-282
Closed -$10K – 1082
2018
Q4 		$10K Sell
282
-11
-4% -$403 ﹤0.01% 563
2018
Q3 		$11K Sell
293
-14
-5% -$601 ﹤0.01% 495
2018
Q2 		$13K Buy
307
+43
+16% +$1.77K ﹤0.01% 454
2018
Q1 		$10K Buy
264
+173
+190% +$7.23K ﹤0.01% 469
2017
Q4 		$3K Buy
+91
New +$3.69K ﹤0.01% 697

Other funds holding FBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's FBK Position: Q1 2019 in Review

Legacy Financial Advisors sold out of FB Financial Corp (FBK) in Q1 2019, closing a stake of 282 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in FBK in Q4 2017 and held it in 5 quarters. The position peaked at $13K in Q2 2018. 90 funds tracked by Wall St. Rank hold FBK as of Q1 2019.

  • Legacy Financial Advisors reported no remaining FB Financial Corp position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 282 FB Financial Corp shares in Q1 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in FB Financial Corp in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's FB Financial Corp position peaked at $13K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.