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TrueWealth LLC’s Ameris Bancorp ABCB Stock Holding History

TrueWealth LLC’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
2020
Q2 		$28K Hold
1,176
– – 0.01% 341
2020
Q1 		$28K Hold
1,176
– – 0.01% 312
2019
Q4 		$50K Hold
1,176
– – 0.02% 269
2019
Q3 		$47K Buy
1,176
+1,025
+679% +$38.6K 0.02% 271
2019
Q2 		$6K Hold
151
– – ﹤0.01% 530
2019
Q1 		$5K Hold
151
– – ﹤0.01% 558
2018
Q4 		$5K Hold
151
– – ﹤0.01% 534
2018
Q3 		$7K Hold
151
– – ﹤0.01% 540
2018
Q2 		$8K Hold
151
– – ﹤0.01% 518
2018
Q1 		$8K Hold
151
– – ﹤0.01% 484
2017
Q4 		$7K Buy
+151
New +$7.31K ﹤0.01% 568

Other funds holding ABCB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

TrueWealth LLC's ABCB Position: Q2 2020 in Review

TrueWealth LLC held its Ameris Bancorp (ABCB) position steady in Q2 2020 at 1,176 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #341.

TrueWealth LLC first reported a position in ABCB in Q4 2017 and has held it in 11 quarters since. The position peaked at $50K in Q4 2019. 207 funds tracked by Wall St. Rank hold ABCB as of Q2 2020.

  • TrueWealth LLC held 1,176 shares of Ameris Bancorp worth $28K as of Q2 2020.
  • TrueWealth LLC left its Ameris Bancorp share count unchanged in Q2 2020.
  • Ameris Bancorp made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #341 holding.
  • TrueWealth LLC first reported a position in Ameris Bancorp in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Ameris Bancorp position peaked at $50K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.