LAS
SFBS

Lloyd Advisory Services’s ServisFirst Bancshares SFBS Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-12,470
Closed -$651K – 305
2023
Q3 		$651K Buy
+12,470
New +$660K 0.21% 111

Other funds holding SFBS

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lloyd Advisory Services's SFBS Position: Q4 2023 in Review

Lloyd Advisory Services sold out of ServisFirst Bancshares (SFBS) in Q4 2023, closing a stake of 12,470 shares — an estimated $651K sold.

Lloyd Advisory Services first reported a position in SFBS in Q3 2023 and held it in 1 quarter. The position peaked at $651K in Q3 2023. 251 funds tracked by Wall St. Rank hold SFBS as of Q4 2023.

  • Lloyd Advisory Services reported no remaining ServisFirst Bancshares position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 12,470 ServisFirst Bancshares shares in Q4 2023, an estimated $651K.
  • Lloyd Advisory Services first reported a position in ServisFirst Bancshares in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's ServisFirst Bancshares position peaked at $651K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.