Simplex Trading
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Simplex Trading’s Southern First Bancshares SFST Stock Holding History

Simplex Trading’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-98
Closed -$2K – 9719
2023
Q3 		$2K Buy
+98
New +$2.72K ﹤0.01% 8154

Other funds holding SFST

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Simplex Trading's SFST Position: Q4 2023 in Review

Simplex Trading sold out of Southern First Bancshares (SFST) in Q4 2023, closing a stake of 98 shares — an estimated $2K sold.

Simplex Trading first reported a position in SFST in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 92 funds tracked by Wall St. Rank hold SFST as of Q4 2023.

  • Simplex Trading reported no remaining Southern First Bancshares position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 98 Southern First Bancshares shares in Q4 2023, an estimated $2K.
  • Simplex Trading first reported a position in Southern First Bancshares in Q3 2023 and held it in 1 quarter.
  • Simplex Trading's Southern First Bancshares position peaked at $2K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.