Sageworth Trust Company of South Dakota’s ServisFirst Bancshares SFBS Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q2	–	Sell	-47	Closed	-$2.57K	–	176
2023 Q1	$2.57K	Sell	47 -47	-50%	-$3.15K	0.01%	178
2022 Q4	$6K	Hold	94	–	–	0.01%	149
2022 Q3	$8K	Sell	94 -31	-25%	-$2.62K	0.02%	112
2022 Q2	$10K	Buy	125 +55	+79%	+$4.48K	0.02%	152
2022 Q1	$7K	Sell	70 -109	-61%	-$9.52K	0.01%	253
2021 Q4	$15K	Buy	+179	New	+$14.6K	0.02%	287

Other funds holding SFBS

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 47 shares — an estimated $2.57K sold.

Sageworth Trust Company of South Dakota first reported a position in SFBS in Q4 2021 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 47 ServisFirst Bancshares shares in Q2 2023, an estimated $2.57K.
Sageworth Trust Company of South Dakota first reported a position in ServisFirst Bancshares in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's ServisFirst Bancshares position peaked at $15K in Q4 2021.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

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