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TFO Wealth Partners’s Ameris Bancorp ABCB Stock Holding History

TFO Wealth Partners’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$194 – 56
2024
Q1 		$194 Hold
4
– – ﹤0.01% 494
2023
Q4 		$212 Sell
4
-8
-67% -$342 ﹤0.01% 627
2023
Q3 		$411 Buy
12
+8
+200% +$318 ﹤0.01% 517
2023
Q2 		$137 Hold
4
– – ﹤0.01% 596
2023
Q1 		$146 Buy
4
+2
+100% +$90 ﹤0.01% 557
2022
Q4 		$623 Buy
+2
New +$100 ﹤0.01% 448

Other funds holding ABCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFO Wealth Partners's ABCB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ameris Bancorp (ABCB) in Q2 2024, closing a stake of 4 shares — an estimated $194 sold.

TFO Wealth Partners first reported a position in ABCB in Q4 2022 and held it in 6 quarters. The position peaked at $623 in Q4 2022. 269 funds tracked by Wall St. Rank hold ABCB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Ameris Bancorp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Ameris Bancorp shares in Q2 2024, an estimated $194.
  • TFO Wealth Partners first reported a position in Ameris Bancorp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Ameris Bancorp position peaked at $623 in Q4 2022.
  • 269 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.