Selective Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Selective Wealth Management’s Portfolio SBCF Stock Details SBCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,000	Closed	-$30K	–	606
2022 Q3	$30K	Hold	1,000	–	–	0.01%	370
2022 Q2	$33K	Hold	1,000	–	–	0.01%	391
2022 Q1	$35K	Sell	1,000 -900	-47%	-$32.7K	0.01%	366
2021 Q4	$67K	Hold	1,900	–	–	0.03%	237
2021 Q3	$64K	Buy	1,900 +900	+90%	+$28.5K	0.03%	233
2021 Q2	$34K	Buy	+1,000	New	+$36.5K	0.03%	229

Other funds holding SBCF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

NRCM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Selective Wealth Management's SBCF Position: Q4 2022 in Review

Selective Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q4 2022, closing a stake of 1,000 shares — an estimated $30K sold.

Selective Wealth Management first reported a position in SBCF in Q2 2021 and held it in 6 quarters. The position peaked at $67K in Q4 2021. 246 funds tracked by Wall St. Rank hold SBCF as of Q4 2022.

Selective Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,000 Seacoast Banking Corp of Florida shares in Q4 2022, an estimated $30K.
Selective Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Seacoast Banking Corp of Florida position peaked at $67K in Q4 2021.
246 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.