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Simplicity Solutions’s FB Financial Corp FBK Stock Holding History

Simplicity Solutions’s Portfolio FBK Stock Details FBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$332K Sell
8,338
-278
-3% -$9.21K 0.01% 802
2023
Q3 		$244K Buy
8,616
+107
+1% +$3.32K 0.01% 829
2023
Q2 		$239K Buy
+8,509
New +$242K 0.01% 911
2022
Q4 		– Sell
-5,379
Closed -$206K – 687
2022
Q3 		$206K Sell
5,379
-23
-0.4% -$939 0.03% 590
2022
Q2 		$212K Buy
5,402
+66
+1% +$2.66K 0.03% 571
2022
Q1 		$237K Buy
+5,336
New +$238K 0.03% 552
2021
Q4 		– Sell
-5,552
Closed -$238K – 496
2021
Q3 		$238K Buy
+5,552
New +$220K 0.04% 511

Other funds holding FBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Simplicity Solutions's FBK Position: Q4 2023 in Review

Simplicity Solutions reduced its FB Financial Corp (FBK) stake by 3.2% in Q4 2023, selling an estimated $9.21K and leaving 8,338 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #802.

Simplicity Solutions first reported a position in FBK in Q3 2021 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold FBK as of Q4 2023.

  • Simplicity Solutions held 8,338 shares of FB Financial Corp worth $332K as of Q4 2023.
  • Simplicity Solutions sold 278 FB Financial Corp shares in Q4 2023, an estimated $9.21K.
  • FB Financial Corp made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #802 holding.
  • Simplicity Solutions first reported a position in FB Financial Corp in Q3 2021 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.