PPA
SFST icon

Parametric Portfolio Associates’s Southern First Bancshares SFST Stock Holding History

Parametric Portfolio Associates’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$816K Sell
16,041
-336
-2% -$19.3K ﹤0.01% 2868
2021
Q4 		$1.02M Sell
16,377
-119
-0.7% -$7K ﹤0.01% 2774
2021
Q3 		$883K Sell
16,496
-237
-1% -$12K ﹤0.01% 2855
2021
Q2 		$856K Buy
16,733
+1,273
+8% +$65.8K ﹤0.01% 2838
2021
Q1 		$725K Buy
15,460
+3,605
+30% +$157K ﹤0.01% 3310
2020
Q4 		$419K Buy
+11,855
New +$365K ﹤0.01% 3451
2020
Q3 		– Sell
-8,846
Closed -$245K – 3970
2020
Q2 		$245K Buy
+8,846
New +$240K ﹤0.01% 3557

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BlackRock
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
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ECA
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BFC
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return