Resource Planning Group’s Ameris Bancorp ABCB Stock Holding History

Resource Planning Group’s Portfolio ABCB Stock Details ABCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,419	Closed	-$1.06M	–	61
2022 Q4	$1.06M	Sell	22,419 -624	-3%	-$31.2K	0.85%	24
2022 Q3	$1.03M	Hold	23,043	–	–	0.9%	24
2022 Q2	$926K	Hold	23,043	–	–	0.77%	30
2022 Q1	$1.01M	Hold	23,043	–	–	0.73%	29
2021 Q4	$1.15M	Hold	23,043	–	–	0.77%	29
2021 Q3	$1.2M	Hold	23,043	–	–	0.75%	29
2021 Q2	$1.17M	Buy	+23,043	New	+$1.24M	0.68%	29

Other funds holding ABCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Resource Planning Group's ABCB Position: Q1 2023 in Review

Resource Planning Group sold out of Ameris Bancorp (ABCB) in Q1 2023, closing a stake of 22,419 shares — an estimated $1.06M sold.

Resource Planning Group first reported a position in ABCB in Q2 2021 and held it in 7 quarters. The position peaked at $1.2M in Q3 2021. 258 funds tracked by Wall St. Rank hold ABCB as of Q1 2023.

Resource Planning Group reported no remaining Ameris Bancorp position as of Q1 2023 after selling out during the quarter.
Resource Planning Group sold 22,419 Ameris Bancorp shares in Q1 2023, an estimated $1.06M.
Resource Planning Group first reported a position in Ameris Bancorp in Q2 2021 and held it in 7 quarters.
Resource Planning Group's Ameris Bancorp position peaked at $1.2M in Q3 2021.
258 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2023.

Based on Resource Planning Group's 13F filing for Q1 2023, filed 12 May 2023.