SFA
FBMS

Sequoia Financial Advisors’s The First Bancshares, Inc. FBMS Stock Holding History

Sequoia Financial Advisors’s Portfolio FBMS Stock Details FBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,025
Closed -$311K – 1004
2023
Q1 		$311K Sell
12,025
-6
-0% -$177 0.01% 616
2022
Q4 		$385K Buy
+12,031
New +$390K 0.01% 511

Other funds holding FBMS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sequoia Financial Advisors's FBMS Position: Q2 2023 in Review

Sequoia Financial Advisors sold out of The First Bancshares, Inc. (FBMS) in Q2 2023, closing a stake of 12,025 shares — an estimated $311K sold.

Sequoia Financial Advisors first reported a position in FBMS in Q4 2022 and held it in 2 quarters. The position peaked at $385K in Q4 2022. 108 funds tracked by Wall St. Rank hold FBMS as of Q2 2023.

  • Sequoia Financial Advisors reported no remaining The First Bancshares, Inc. position as of Q2 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,025 The First Bancshares, Inc. shares in Q2 2023, an estimated $311K.
  • Sequoia Financial Advisors first reported a position in The First Bancshares, Inc. in Q4 2022 and held it in 2 quarters.
  • Sequoia Financial Advisors's The First Bancshares, Inc. position peaked at $385K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2023.

Based on Sequoia Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.