TCI Wealth Advisors’s Southern First Bancshares SFST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-189	Closed	-$8.65K	–	2620
2022 Q4	$8.65K	Hold	189	–	–	﹤0.01%	1166
2022 Q3	$8K	Hold	189	–	–	﹤0.01%	1184
2022 Q2	$8K	Hold	189	–	–	﹤0.01%	1178
2022 Q1	$10K	Hold	189	–	–	﹤0.01%	1114
2021 Q4	$12K	Hold	189	–	–	﹤0.01%	1049
2021 Q3	$10K	Hold	189	–	–	﹤0.01%	1121
2021 Q2	$10K	Hold	189	–	–	﹤0.01%	979
2021 Q1	$9K	Buy	+189	New	+$8.25K	﹤0.01%	936

Other funds holding SFST

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TCI Wealth Advisors's SFST Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Southern First Bancshares (SFST) in Q1 2023, closing a stake of 189 shares — an estimated $8.65K sold.

TCI Wealth Advisors first reported a position in SFST in Q1 2021 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 90 funds tracked by Wall St. Rank hold SFST as of Q1 2023.

TCI Wealth Advisors reported no remaining Southern First Bancshares position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 189 Southern First Bancshares shares in Q1 2023, an estimated $8.65K.
TCI Wealth Advisors first reported a position in Southern First Bancshares in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Southern First Bancshares position peaked at $12K in Q4 2021.
90 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.