NFSG
BKSC

Newbridge Financial Services Group’s Bank of South Carolina BKSC Stock Holding History

Newbridge Financial Services Group’s Portfolio BKSC Stock Details BKSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$1.58K – 1471
2023
Q1 		$1.58K Hold
100
– – ﹤0.01% 1230
2022
Q4 		$1.64K Buy
+100
New +$1.66K ﹤0.01% 1247

Other funds holding BKSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newbridge Financial Services Group's BKSC Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Bank of South Carolina (BKSC) in Q2 2023, closing a stake of 100 shares — an estimated $1.58K sold.

Newbridge Financial Services Group first reported a position in BKSC in Q4 2022 and held it in 2 quarters. The position peaked at $1.64K in Q4 2022. 21 funds tracked by Wall St. Rank hold BKSC as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining Bank of South Carolina position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 Bank of South Carolina shares in Q2 2023, an estimated $1.58K.
  • Newbridge Financial Services Group first reported a position in Bank of South Carolina in Q4 2022 and held it in 2 quarters.
  • Newbridge Financial Services Group's Bank of South Carolina position peaked at $1.64K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Bank of South Carolina as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.