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Sheets Smith Wealth Management’s Stock Yards Bancorp SYBT Stock Holding History

Sheets Smith Wealth Management’s Portfolio SYBT Stock Details SYBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,182
Closed -$216K – 323
2022
Q3 		$216K Buy
+3,182
New +$213K 0.04% 286

Other funds holding SYBT

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheets Smith Wealth Management's SYBT Position: Q4 2022 in Review

Sheets Smith Wealth Management sold out of Stock Yards Bancorp (SYBT) in Q4 2022, closing a stake of 3,182 shares — an estimated $216K sold.

Sheets Smith Wealth Management first reported a position in SYBT in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 161 funds tracked by Wall St. Rank hold SYBT as of Q4 2022.

  • Sheets Smith Wealth Management reported no remaining Stock Yards Bancorp position as of Q4 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,182 Stock Yards Bancorp shares in Q4 2022, an estimated $216K.
  • Sheets Smith Wealth Management first reported a position in Stock Yards Bancorp in Q3 2022 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Stock Yards Bancorp position peaked at $216K in Q3 2022.
  • 161 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q4 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2022, filed 8 Mar 2023.