Wealthspire Advisors (Maryland)’s ServisFirst Bancshares SFBS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-26	Closed	-$1K	–	1731
2019 Q1	$1K	Sell	26 -54	-68%	-$1.84K	﹤0.01%	2379
2018 Q4	$3K	Sell	80 -16	-17%	-$576	﹤0.01%	1981
2018 Q3	$4K	Buy	96 +15	+19%	+$634	﹤0.01%	1929
2018 Q2	$3K	Buy	81 +48	+145%	+$2.06K	﹤0.01%	2042
2018 Q1	$1K	Hold	33	–	–	﹤0.01%	2390
2017 Q4	$1K	Buy	33 +30	+1,000%	+$1.22K	﹤0.01%	2331
2017 Q3	$0	Buy	+3	New	+$107	﹤0.01%	2431

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SFBS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ServisFirst Bancshares (SFBS) in Q2 2019, closing a stake of 26 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in SFBS in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 157 funds tracked by Wall St. Rank hold SFBS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining ServisFirst Bancshares position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 26 ServisFirst Bancshares shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in ServisFirst Bancshares in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s ServisFirst Bancshares position peaked at $4K in Q3 2018.
157 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.