TCI Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

TCI 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 Q2	–	Sell	-114	Closed	-$3.11K	–	1888
2023 Q1	$3.11K	Sell	114 -36	-24%	-$1.21K	﹤0.01%	1838
2022 Q4	$5.17K	Sell	150 -2	-1%	-$75	﹤0.01%	1503
2022 Q3	$6K	Buy	152 +6	+4%	+$253	﹤0.01%	1373
2022 Q2	$6K	Hold	146	–	–	﹤0.01%	1396
2022 Q1	$7K	Hold	146	–	–	﹤0.01%	1348
2021 Q4	$6K	Hold	146	–	–	﹤0.01%	1571
2021 Q3	$6K	Buy	146 +46	+46%	+$1.65K	﹤0.01%	1505
2021 Q2	$3K	Buy	+100	New	+$3.31K	﹤0.01%	1847

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of ServisFirst Bancshares (SFBS) in Q2 2023, closing a stake of 114 shares — an estimated $3.11K sold.

TCI Wealth Advisors first reported a position in SFBS in Q2 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 224 funds tracked by Wall St. Rank hold SFBS as of Q2 2023.

TCI Wealth Advisors reported no remaining ServisFirst Bancshares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 114 ServisFirst Bancshares shares in Q2 2023, an estimated $3.11K.
TCI Wealth Advisors first reported a position in ServisFirst Bancshares in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's ServisFirst Bancshares position peaked at $7K in Q1 2022.
224 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2023.

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