WCM Investment Management
SFBS

WCM Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

WCM Investment Management’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
2021
Q4 		– Sell
-172,778
Closed -$13.4M – 217
2021
Q3 		$13.4M Buy
172,778
+1,107
+0.6% +$79.2K 0.03% 94
2021
Q2 		$11.7M Buy
171,671
+11,163
+7% +$738K 0.03% 106
2021
Q1 		$9.84M Buy
+160,508
New +$7.97M 0.03% 112

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
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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management's SFBS Position: Q4 2021 in Review

WCM Investment Management sold out of ServisFirst Bancshares (SFBS) in Q4 2021, closing a stake of 172,778 shares — an estimated $13.4M sold.

WCM Investment Management first reported a position in SFBS in Q1 2021 and held it in 3 quarters. The position peaked at $13.4M in Q3 2021. 229 funds tracked by Wall St. Rank hold SFBS as of Q4 2021.

  • WCM Investment Management reported no remaining ServisFirst Bancshares position as of Q4 2021 after selling out during the quarter.
  • WCM Investment Management sold 172,778 ServisFirst Bancshares shares in Q4 2021, an estimated $13.4M.
  • WCM Investment Management first reported a position in ServisFirst Bancshares in Q1 2021 and held it in 3 quarters.
  • WCM Investment Management's ServisFirst Bancshares position peaked at $13.4M in Q3 2021.
  • 229 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2021.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.