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Selective Wealth Management’s First Financial Bankshares FFIN Stock Holding History

Selective Wealth Management’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
2020
Q3 		– Sell
-39
Closed -$1K – 348
2020
Q2 		$1K Hold
39
– – ﹤0.01% 398
2020
Q1 		$1K Hold
39
– – ﹤0.01% 307
2019
Q4 		$1K Sell
39
-59
-60% -$2.03K ﹤0.01% 307
2019
Q3 		$3K Buy
+98
New +$3.08K ﹤0.01% 262

Other funds holding FFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's FFIN Position: Q3 2020 in Review

Selective Wealth Management sold out of First Financial Bankshares (FFIN) in Q3 2020, closing a stake of 39 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in FFIN in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 235 funds tracked by Wall St. Rank hold FFIN as of Q3 2020.

  • Selective Wealth Management reported no remaining First Financial Bankshares position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 39 First Financial Bankshares shares in Q3 2020, an estimated $1K.
  • Selective Wealth Management first reported a position in First Financial Bankshares in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's First Financial Bankshares position peaked at $3K in Q3 2019.
  • 235 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.