SWS
SFBS

SYSTM Wealth Solutions’s ServisFirst Bancshares SFBS Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-157
Closed -$9.92K – 530
2024
Q2 		$9.92K Sell
157
-5,858
-97% -$362K ﹤0.01% 486
2024
Q1 		$401K Buy
6,015
+5,858
+3,731% +$373K 0.05% 306
2023
Q4 		$10.5K Sell
157
-5,825
-97% -$315K ﹤0.01% 821
2023
Q3 		$312K Hold
5,982
– – 0.05% 355
2023
Q2 		$245K Sell
5,982
-16
-0.3% -$739 0.03% 420
2023
Q1 		$328K Buy
5,998
+1,552
+35% +$104K 0.05% 367
2022
Q4 		$306K Buy
+4,446
New +$332K 0.04% 433

Other funds holding SFBS

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's SFBS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of ServisFirst Bancshares (SFBS) in Q3 2024, closing a stake of 157 shares — an estimated $9.92K sold.

SYSTM Wealth Solutions first reported a position in SFBS in Q4 2022 and held it in 7 quarters. The position peaked at $401K in Q1 2024. 281 funds tracked by Wall St. Rank hold SFBS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining ServisFirst Bancshares position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 157 ServisFirst Bancshares shares in Q3 2024, an estimated $9.92K.
  • SYSTM Wealth Solutions first reported a position in ServisFirst Bancshares in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's ServisFirst Bancshares position peaked at $401K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.