RIM
SFBS

Redwood Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Redwood Investment Management’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,194
Closed -$402K – 272
2022
Q2 		$402K Sell
10,194
-660
-6% -$26.9K 0.07% 179
2022
Q1 		$517K Buy
+10,854
New +$474K 0.08% 183

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Redwood Investment Management's SFBS Position: Q3 2022 in Review

Redwood Investment Management sold out of ServisFirst Bancshares (SFBS) in Q3 2022, closing a stake of 10,194 shares — an estimated $402K sold.

Redwood Investment Management first reported a position in SFBS in Q1 2022 and held it in 2 quarters. The position peaked at $517K in Q1 2022. 264 funds tracked by Wall St. Rank hold SFBS as of Q3 2022.

  • Redwood Investment Management reported no remaining ServisFirst Bancshares position as of Q3 2022 after selling out during the quarter.
  • Redwood Investment Management sold 10,194 ServisFirst Bancshares shares in Q3 2022, an estimated $402K.
  • Redwood Investment Management first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 2 quarters.
  • Redwood Investment Management's ServisFirst Bancshares position peaked at $517K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2022.

Based on Redwood Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.