LWA
SFBS

Lenox Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Lenox Wealth Advisors’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-173
Closed -$6K – 665
2020
Q3 		$6K Buy
+173
New +$6.21K ﹤0.01% 428

Other funds holding SFBS

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's SFBS Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of ServisFirst Bancshares (SFBS) in Q4 2020, closing a stake of 173 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in SFBS in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 178 funds tracked by Wall St. Rank hold SFBS as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining ServisFirst Bancshares position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 173 ServisFirst Bancshares shares in Q4 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in ServisFirst Bancshares in Q3 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's ServisFirst Bancshares position peaked at $6K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.