SWA
SFBS

Sutton Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Sutton Wealth Advisors’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,204
Closed -$41.5K – 1436
2022
Q4 		$41.5K Buy
1,204
+126
+12% +$4.71K 0.02% 443
2022
Q3 		$43.1K Buy
1,078
+12
+1% +$506 0.02% 411
2022
Q2 		$42.1K Sell
1,066
-10
-0.9% -$407 0.02% 426
2022
Q1 		$51.3K Hold
1,076
– – 0.02% 391
2021
Q4 		$45.7K Buy
1,076
+20
+2% +$815 0.02% 442
2021
Q3 		$41.1K Hold
1,056
– – 0.02% 455
2021
Q2 		$35.9K Buy
1,056
+442
+72% +$14.6K 0.01% 509
2021
Q1 		$18.8K Buy
614
+280
+84% +$6.95K 0.01% 687
2020
Q4 		$6.73K Hold
334
– – ﹤0.01% 917
2020
Q3 		$5.68K Buy
334
+54
+19% +$970 ﹤0.01% 888
2020
Q2 		$5.01K Buy
+280
New +$4.62K ﹤0.01% 888
2020
Q1 		– Sell
-1,380
Closed -$26K – 1251
2019
Q4 		$26K Buy
+1,380
New +$24.7K 0.01% 501
2019
Q3 		– Sell
-1,114
Closed -$19.1K – 1213
2019
Q2 		$19.1K Hold
1,114
– – 0.01% 593
2019
Q1 		$18.8K Hold
1,114
– – 0.01% 593
2018
Q4 		$17.8K Hold
1,114
– – 0.01% 561
2018
Q3 		$21.8K Hold
1,114
– – 0.01% 559
2018
Q2 		$23.2K Hold
1,114
– – 0.02% 541
2018
Q1 		$22.7K Hold
1,114
– – 0.02% 523
2017
Q4 		$23.1K Hold
1,114
– – 0.02% 506
2017
Q3 		$21.6K Buy
+1,114
New +$19.8K 0.02% 520

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sutton Wealth Advisors's SFBS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 1,204 shares — an estimated $41.5K sold.

Sutton Wealth Advisors first reported a position in SFBS in Q3 2017 and held it in 20 quarters. The position peaked at $51.3K in Q1 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,204 ServisFirst Bancshares shares in Q1 2023, an estimated $41.5K.
  • Sutton Wealth Advisors first reported a position in ServisFirst Bancshares in Q3 2017 and held it in 20 quarters.
  • Sutton Wealth Advisors's ServisFirst Bancshares position peaked at $51.3K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.