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Southern Wealth Management’s Southside Bancshares SBSI Stock Holding History

Southern Wealth Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,079
Closed -$252K – 58
2020
Q2 		$252K Hold
9,079
– – 0.05% 52
2020
Q1 		$276K Hold
9,079
– – 0.06% 47
2019
Q4 		$337K Buy
+9,079
New +$321K 0.06% 50

Other funds holding SBSI

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Southern Wealth Management's SBSI Position: Q3 2020 in Review

Southern Wealth Management sold out of Southside Bancshares (SBSI) in Q3 2020, closing a stake of 9,079 shares — an estimated $252K sold.

Southern Wealth Management first reported a position in SBSI in Q4 2019 and held it in 3 quarters. The position peaked at $337K in Q4 2019. 116 funds tracked by Wall St. Rank hold SBSI as of Q3 2020.

  • Southern Wealth Management reported no remaining Southside Bancshares position as of Q3 2020 after selling out during the quarter.
  • Southern Wealth Management sold 9,079 Southside Bancshares shares in Q3 2020, an estimated $252K.
  • Southern Wealth Management first reported a position in Southside Bancshares in Q4 2019 and held it in 3 quarters.
  • Southern Wealth Management's Southside Bancshares position peaked at $337K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2020.

Based on Southern Wealth Management's 13F filing for Q3 2020, filed 25 Nov 2020.