VWA
SFBS

Valued Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Valued 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
2024
Q2 		– Sell
-5
Closed -$334 – 627
2024
Q1 		$334 Buy
+5
New +$318 ﹤0.01% 520

Other funds holding SFBS

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return

Valued Wealth Advisors's SFBS Position: Q2 2024 in Review

Valued Wealth Advisors sold out of ServisFirst Bancshares (SFBS) in Q2 2024, closing a stake of 5 shares — an estimated $334 sold.

Valued Wealth Advisors first reported a position in SFBS in Q1 2024 and held it in 1 quarter. The position peaked at $334 in Q1 2024. 260 funds tracked by Wall St. Rank hold SFBS as of Q2 2024.

  • Valued Wealth Advisors reported no remaining ServisFirst Bancshares position as of Q2 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 5 ServisFirst Bancshares shares in Q2 2024, an estimated $334.
  • Valued Wealth Advisors first reported a position in ServisFirst Bancshares in Q1 2024 and held it in 1 quarter.
  • Valued Wealth Advisors's ServisFirst Bancshares position peaked at $334 in Q1 2024.
  • 260 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2024.

Based on Valued Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.