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Patton Albertson Miller Group’s Southern First Bancshares SFST Stock Holding History

Patton Albertson Miller Group’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
2024
Q1 		– Sell
-5,637
Closed -$209K – 207
2023
Q4 		$209K Buy
+5,637
New +$167K 0.03% 198
2023
Q1 		– Sell
-5,637
Closed -$258K – 222
2022
Q4 		$258K Hold
5,637
– – 0.05% 188
2022
Q3 		$235K Hold
5,637
– – 0.05% 198
2022
Q2 		$246K Hold
5,637
– – 0.05% 200
2022
Q1 		$287K Hold
5,637
– – 0.05% 207
2021
Q4 		$352K Hold
5,637
– – 0.06% 206
2021
Q3 		$302K Buy
+5,637
New +$285K 0.06% 211

Other funds holding SFST

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Patton Albertson Miller Group's SFST Position: Q1 2024 in Review

Patton Albertson Miller Group sold out of Southern First Bancshares (SFST) in Q1 2024, closing a stake of 5,637 shares — an estimated $209K sold.

Patton Albertson Miller Group first reported a position in SFST in Q3 2021 and held it in 7 quarters. The position peaked at $352K in Q4 2021. 91 funds tracked by Wall St. Rank hold SFST as of Q1 2024.

  • Patton Albertson Miller Group reported no remaining Southern First Bancshares position as of Q1 2024 after selling out during the quarter.
  • Patton Albertson Miller Group sold 5,637 Southern First Bancshares shares in Q1 2024, an estimated $209K.
  • Patton Albertson Miller Group first reported a position in Southern First Bancshares in Q3 2021 and held it in 7 quarters.
  • Patton Albertson Miller Group's Southern First Bancshares position peaked at $352K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2024.

Based on Patton Albertson Miller Group's 13F filing for Q1 2024, filed 24 Apr 2024.