Sageworth Trust Company of South Dakota’s First Financial Bankshares FFIN Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio FFIN Stock Details FFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-158	Closed	-$5.04K	–	97
2023 Q1	$5.04K	Hold	158	–	–	0.01%	143
2022 Q4	$5K	Hold	158	–	–	0.01%	154
2022 Q3	$7K	Sell	158 -110	-41%	-$4.73K	0.02%	120
2022 Q2	$11K	Hold	268	–	–	0.02%	136
2022 Q1	$12K	Sell	268 -342	-56%	-$16.4K	0.02%	169
2021 Q4	$31K	Buy	+610	New	+$31K	0.05%	161

Other funds holding FFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sageworth Trust Company of South Dakota's FFIN Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of First Financial Bankshares (FFIN) in Q2 2023, closing a stake of 158 shares — an estimated $5.04K sold.

Sageworth Trust Company of South Dakota first reported a position in FFIN in Q4 2021 and held it in 6 quarters. The position peaked at $31K in Q4 2021. 260 funds tracked by Wall St. Rank hold FFIN as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining First Financial Bankshares position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 158 First Financial Bankshares shares in Q2 2023, an estimated $5.04K.
Sageworth Trust Company of South Dakota first reported a position in First Financial Bankshares in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's First Financial Bankshares position peaked at $31K in Q4 2021.
260 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.