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Soltis Investment Advisors’s Stock Yards Bancorp SYBT Stock Holding History

Soltis Investment Advisors’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
2023
Q4 		– Sell
-6,990
Closed -$275K – 298
2023
Q3 		$275K Buy
+6,990
New +$316K 0.04% 228

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Soltis Investment Advisors's SYBT Position: Q4 2023 in Review

Soltis Investment Advisors sold out of Stock Yards Bancorp (SYBT) in Q4 2023, closing a stake of 6,990 shares — an estimated $275K sold.

Soltis Investment Advisors first reported a position in SYBT in Q3 2023 and held it in 1 quarter. The position peaked at $275K in Q3 2023. 160 funds tracked by Wall St. Rank hold SYBT as of Q4 2023.

  • Soltis Investment Advisors reported no remaining Stock Yards Bancorp position as of Q4 2023 after selling out during the quarter.
  • Soltis Investment Advisors sold 6,990 Stock Yards Bancorp shares in Q4 2023, an estimated $275K.
  • Soltis Investment Advisors first reported a position in Stock Yards Bancorp in Q3 2023 and held it in 1 quarter.
  • Soltis Investment Advisors's Stock Yards Bancorp position peaked at $275K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q4 2023.

Based on Soltis Investment Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.