VFA
SASR

Values First Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Values First Advisors’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-68
Closed -$1.75K – 354
2023
Q1 		$1.75K Buy
+68
New +$2.19K ﹤0.01% 331

Other funds holding SASR

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's SASR Position: Q2 2023 in Review

Values First Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2023, closing a stake of 68 shares — an estimated $1.75K sold.

Values First Advisors first reported a position in SASR in Q1 2023 and held it in 1 quarter. The position peaked at $1.75K in Q1 2023. 183 funds tracked by Wall St. Rank hold SASR as of Q2 2023.

  • Values First Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 68 Sandy Spring Bancorp Inc shares in Q2 2023, an estimated $1.75K.
  • Values First Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Sandy Spring Bancorp Inc position peaked at $1.75K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.