OPS
SBCF icon

Orion Portfolio Solutions’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-120
Closed -$2K – 1733
2020
Q2 		$2K Buy
+120
New +$2.44K ﹤0.01% 1822

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Orion Portfolio Solutions's SBCF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Seacoast Banking Corp of Florida (SBCF) in Q3 2020, closing a stake of 120 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in SBCF in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 157 funds tracked by Wall St. Rank hold SBCF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Seacoast Banking Corp of Florida position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 120 Seacoast Banking Corp of Florida shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Seacoast Banking Corp of Florida in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Seacoast Banking Corp of Florida position peaked at $2K in Q2 2020.
  • 157 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.