Lumature Wealth Partners’s Ameris Bancorp ABCB Stock Holding History

Lumature Wealth Partners’s Portfolio ABCB Stock Details ABCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$52.4K	Hold	1,532	–	–	0.03%	220
2023 Q1	$56K	Hold	1,532	–	–	0.03%	211
2022 Q4	$72.2K	Hold	1,532	–	–	0.04%	201
2022 Q3	$68K	Hold	1,532	–	–	0.04%	212
2022 Q2	$62K	Hold	1,532	–	–	0.03%	228
2022 Q1	$67K	Hold	1,532	–	–	0.03%	237
2021 Q4	$76K	Hold	1,532	–	–	0.03%	203
2021 Q3	$79K	Hold	1,532	–	–	0.03%	198
2021 Q2	$78K	Hold	1,532	–	–	0.03%	199
2021 Q1	$80K	Buy	+1,532	New	+$72.8K	0.04%	184

Other funds holding ABCB

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lumature Wealth Partners's ABCB Position: Q2 2023 in Review

Lumature Wealth Partners held its Ameris Bancorp (ABCB) position steady in Q2 2023 at 1,532 shares worth $52.4K. The position accounts for 0.03% of the portfolio, ranked #220.

Lumature Wealth Partners first reported a position in ABCB in Q1 2021 and has held it in 10 quarters since. The position peaked at $80K in Q1 2021. 236 funds tracked by Wall St. Rank hold ABCB as of Q2 2023.

Lumature Wealth Partners held 1,532 shares of Ameris Bancorp worth $52.4K as of Q2 2023.
Lumature Wealth Partners left its Ameris Bancorp share count unchanged in Q2 2023.
Ameris Bancorp made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #220 holding.
Lumature Wealth Partners first reported a position in Ameris Bancorp in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Ameris Bancorp position peaked at $80K in Q1 2021.
236 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.