Lindbrook Capital’s Southern First Bancshares SFST Stock Holding History

Lindbrook Capital’s Portfolio SFST Stock Details SFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14	Closed	-$1K	–	2738
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	2348
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	1991
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1776
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	1818
2021 Q1	$1K	Buy	+14	New	+$611	﹤0.01%	1788

Other funds holding SFST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital's SFST Position: Q2 2022 in Review

Lindbrook Capital sold out of Southern First Bancshares (SFST) in Q2 2022, closing a stake of 14 shares — an estimated $1K sold.

Lindbrook Capital first reported a position in SFST in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 103 funds tracked by Wall St. Rank hold SFST as of Q2 2022.

Lindbrook Capital reported no remaining Southern First Bancshares position as of Q2 2022 after selling out during the quarter.
Lindbrook Capital sold 14 Southern First Bancshares shares in Q2 2022, an estimated $1K.
Lindbrook Capital first reported a position in Southern First Bancshares in Q1 2021 and held it in 5 quarters.
Lindbrook Capital's Southern First Bancshares position peaked at $1K in Q1 2022.
103 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2022.

Based on Lindbrook Capital's 13F filing for Q2 2022, filed 1 Aug 2022.