MFT
SFBS

Moisand Fitzgerald Tamayo’s ServisFirst Bancshares SFBS Stock Holding History

Moisand Fitzgerald Tamayo’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
-20
Closed -$1.04K – 800
2023
Q3 		$1.04K Hold
20
– – ﹤0.01% 653
2023
Q2 		$819 Hold
20
– – ﹤0.01% 681
2023
Q1 		$1.09K Hold
20
– – ﹤0.01% 667
2022
Q4 		$1.38K Sell
20
-3
-13% -$224 ﹤0.01% 621
2022
Q3 		$2K Buy
+23
New +$1.94K ﹤0.01% 536

Other funds holding SFBS

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
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

Moisand Fitzgerald Tamayo's SFBS Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of ServisFirst Bancshares (SFBS) in Q4 2023, closing a stake of 20 shares — an estimated $1.04K sold.

Moisand Fitzgerald Tamayo first reported a position in SFBS in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 251 funds tracked by Wall St. Rank hold SFBS as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining ServisFirst Bancshares position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 20 ServisFirst Bancshares shares in Q4 2023, an estimated $1.04K.
  • Moisand Fitzgerald Tamayo first reported a position in ServisFirst Bancshares in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's ServisFirst Bancshares position peaked at $2K in Q3 2022.
  • 251 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.