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	-602	Closed	-$41.5K	–	1436
2022 Q4	$41.5K	Buy	602 +63	+12%	+$4.71K	0.02%	443
2022 Q3	$43.1K	Buy	539 +6	+1%	+$506	0.02%	411
2022 Q2	$42.1K	Sell	533 -5	-0.9%	-$407	0.02%	426
2022 Q1	$51.3K	Hold	538	–	–	0.02%	391
2021 Q4	$45.7K	Buy	538 +10	+2%	+$815	0.02%	442
2021 Q3	$41.1K	Hold	528	–	–	0.02%	455
2021 Q2	$35.9K	Buy	528 +221	+72%	+$14.6K	0.01%	509
2021 Q1	$18.8K	Buy	307 +140	+84%	+$6.95K	0.01%	687
2020 Q4	$6.73K	Hold	167	–	–	﹤0.01%	917
2020 Q3	$5.68K	Buy	167 +27	+19%	+$969	﹤0.01%	888
2020 Q2	$5.01K	Buy	+140	New	+$4.62K	﹤0.01%	888
2020 Q1	–	Sell	-690	Closed	-$26K	–	1251
2019 Q4	$26K	Buy	+690	New	+$24.7K	0.01%	501
2019 Q3	–	Sell	-557	Closed	-$19.1K	–	1213
2019 Q2	$19.1K	Hold	557	–	–	0.01%	593
2019 Q1	$18.8K	Hold	557	–	–	0.01%	593
2018 Q4	$17.8K	Hold	557	–	–	0.01%	561
2018 Q3	$21.8K	Hold	557	–	–	0.01%	559
2018 Q2	$23.2K	Hold	557	–	–	0.02%	541
2018 Q1	$22.7K	Hold	557	–	–	0.02%	523
2017 Q4	$23.1K	Hold	557	–	–	0.02%	506
2017 Q3	$21.6K	Buy	+557	New	+$19.8K	0.02%	520

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 602 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 602 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.