RIA
SGB

Realta Investment Advisors’s Southwest Georgia Financial Corporation SGB Stock Holding History

Realta Investment Advisors’s Portfolio SGB Stock Details SGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,850
Closed -$204K – 1639
2019
Q4 		$204K Sell
9,850
-950
-9% -$22.4K 0.06% 341
2019
Q3 		$216K Sell
10,800
-750
-6% -$15.1K 0.06% 310
2019
Q2 		$240K Hold
11,550
– – 0.07% 290
2019
Q1 		$235K Buy
+11,550
New +$240K 0.11% 240

Other funds holding SGB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's SGB Position: Q1 2020 in Review

Realta Investment Advisors sold out of Southwest Georgia Financial Corporation (SGB) in Q1 2020, closing a stake of 9,850 shares — an estimated $204K sold.

Realta Investment Advisors first reported a position in SGB in Q1 2019 and held it in 4 quarters. The position peaked at $240K in Q2 2019. 13 funds tracked by Wall St. Rank hold SGB as of Q1 2020.

  • Realta Investment Advisors reported no remaining Southwest Georgia Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 9,850 Southwest Georgia Financial Corporation shares in Q1 2020, an estimated $204K.
  • Realta Investment Advisors first reported a position in Southwest Georgia Financial Corporation in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Southwest Georgia Financial Corporation position peaked at $240K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held Southwest Georgia Financial Corporation as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.