LWM
SBCF icon

Liberty Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-415
Closed -$15K – 909
2021
Q3 		$15K Buy
415
+213
+105% +$6.74K 0.01% 725
2021
Q2 		$0 Buy
+202
New +$7.37K ﹤0.01% 1165

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Liberty Wealth Management's SBCF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q4 2021, closing a stake of 415 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in SBCF in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 213 funds tracked by Wall St. Rank hold SBCF as of Q4 2021.

  • Liberty Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 415 Seacoast Banking Corp of Florida shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Seacoast Banking Corp of Florida position peaked at $15K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.