MWP
SFBS

Meridian Wealth Partners’s ServisFirst Bancshares SFBS Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-10
Closed -$1K – 1042
2021
Q1 		$1K Buy
+10
New +$497 ﹤0.01% 1236

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State Street
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WG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Partners's SFBS Position: Q2 2021 in Review

Meridian Wealth Partners sold out of ServisFirst Bancshares (SFBS) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in SFBS in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 202 funds tracked by Wall St. Rank hold SFBS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining ServisFirst Bancshares position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 10 ServisFirst Bancshares shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in ServisFirst Bancshares in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's ServisFirst Bancshares position peaked at $1K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.