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	-52	Closed	-$1K	–	1731
2019 Q1	$1K	Sell	52 -108	-68%	-$1.84K	﹤0.01%	2379
2018 Q4	$3K	Sell	160 -32	-17%	-$576	﹤0.01%	1981
2018 Q3	$4K	Buy	192 +30	+19%	+$634	﹤0.01%	1929
2018 Q2	$3K	Buy	162 +96	+145%	+$2.06K	﹤0.01%	2042
2018 Q1	$1K	Hold	66	–	–	﹤0.01%	2390
2017 Q4	$1K	Buy	66 +60	+1,000%	+$1.22K	﹤0.01%	2331
2017 Q3	$0	Buy	+6	New	+$107	﹤0.01%	2431

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 52 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 52 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.