Vestmark Advisory Solutions’s ServisFirst Bancshares SFBS Stock Holding History

Vestmark Advisory Solutions’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
2023 Q3	–	Sell	-7,446	Closed	-$305K	–	795
2023 Q2	$305K	Sell	7,446 -87	-1%	-$4.02K	0.01%	708
2023 Q1	$412K	Buy	7,533 +2,170	+40%	+$145K	0.02%	615
2022 Q4	$370K	Buy	5,363 +620	+13%	+$46.3K	0.02%	633
2022 Q3	$379K	Buy	4,743 +1,525	+47%	+$129K	0.02%	601
2022 Q2	$254K	Sell	3,218 -247	-7%	-$20.1K	0.01%	737
2022 Q1	$330K	Buy	+3,465	New	+$303K	0.02%	688

Other funds holding SFBS

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vestmark Advisory Solutions's SFBS Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of ServisFirst Bancshares (SFBS) in Q3 2023, closing a stake of 7,446 shares — an estimated $305K sold.

Vestmark Advisory Solutions first reported a position in SFBS in Q1 2022 and held it in 6 quarters. The position peaked at $412K in Q1 2023. 240 funds tracked by Wall St. Rank hold SFBS as of Q3 2023.

Vestmark Advisory Solutions reported no remaining ServisFirst Bancshares position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 7,446 ServisFirst Bancshares shares in Q3 2023, an estimated $305K.
Vestmark Advisory Solutions first reported a position in ServisFirst Bancshares in Q1 2022 and held it in 6 quarters.
Vestmark Advisory Solutions's ServisFirst Bancshares position peaked at $412K in Q1 2023.
240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.