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LWM Advisory Services’s Seacoast Banking Corp of Florida SBCF Stock Holding History

LWM Advisory Services’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
2023
Q1 		– Sell
-10,341
Closed -$323K – 84
2022
Q4 		$323K Buy
+10,341
New +$329K 0.36% 57

Other funds holding SBCF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LWM Advisory Services's SBCF Position: Q1 2023 in Review

LWM Advisory Services sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2023, closing a stake of 10,341 shares — an estimated $323K sold.

LWM Advisory Services first reported a position in SBCF in Q4 2022 and held it in 1 quarter. The position peaked at $323K in Q4 2022. 235 funds tracked by Wall St. Rank hold SBCF as of Q1 2023.

  • LWM Advisory Services reported no remaining Seacoast Banking Corp of Florida position as of Q1 2023 after selling out during the quarter.
  • LWM Advisory Services sold 10,341 Seacoast Banking Corp of Florida shares in Q1 2023, an estimated $323K.
  • LWM Advisory Services first reported a position in Seacoast Banking Corp of Florida in Q4 2022 and held it in 1 quarter.
  • LWM Advisory Services's Seacoast Banking Corp of Florida position peaked at $323K in Q4 2022.
  • 235 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2023.

Based on LWM Advisory Services's 13F filing for Q1 2023, filed 3 May 2023.