TCI Wealth Advisors’s Seacoast Banking Corp of Florida SBCF Stock Holding History

TCI Wealth Advisors’s Portfolio SBCF Stock Details SBCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3	Closed	-$72	–	1854
2023 Q1	$72	Sell	3 -187	-98%	-$5.56K	﹤0.01%	2423
2022 Q4	$5.93K	Hold	190	–	–	﹤0.01%	1408
2022 Q3	$6K	Buy	190 +2	+1%	+$67	﹤0.01%	1372
2022 Q2	$6K	Hold	188	–	–	﹤0.01%	1392
2022 Q1	$7K	Hold	188	–	–	﹤0.01%	1347
2021 Q4	$7K	Hold	188	–	–	﹤0.01%	1454
2021 Q3	$6K	Buy	+188	New	+$5.95K	﹤0.01%	1502
2019 Q3	–	Sell	-49	Closed	-$1K	–	1615
2019 Q2	$1K	Hold	49	–	–	﹤0.01%	1290
2019 Q1	$1K	Hold	49	–	–	﹤0.01%	1296
2018 Q4	$1K	Buy	+49	New	+$1.31K	﹤0.01%	1297

Other funds holding SBCF

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TCI Wealth Advisors's SBCF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2023, closing a stake of 3 shares — an estimated $72 sold.

TCI Wealth Advisors first reported a position in SBCF in Q4 2018 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 218 funds tracked by Wall St. Rank hold SBCF as of Q2 2023.

TCI Wealth Advisors reported no remaining Seacoast Banking Corp of Florida position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 Seacoast Banking Corp of Florida shares in Q2 2023, an estimated $72.
TCI Wealth Advisors first reported a position in Seacoast Banking Corp of Florida in Q4 2018 and held it in 10 quarters.
TCI Wealth Advisors's Seacoast Banking Corp of Florida position peaked at $7K in Q1 2022.
218 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.