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West Tower Group’s Southern Missouri Bancorp SMBC Stock Holding History

West Tower Group’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-875
Closed -$33.9K – 730
2023
Q3 		$33.9K Buy
+875
New +$37.4K 0.02% 266

Other funds holding SMBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
MTIC
Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Tower Group's SMBC Position: Q4 2023 in Review

West Tower Group sold out of Southern Missouri Bancorp (SMBC) in Q4 2023, closing a stake of 875 shares — an estimated $33.9K sold.

West Tower Group first reported a position in SMBC in Q3 2023 and held it in 1 quarter. The position peaked at $33.9K in Q3 2023. 86 funds tracked by Wall St. Rank hold SMBC as of Q4 2023.

  • West Tower Group reported no remaining Southern Missouri Bancorp position as of Q4 2023 after selling out during the quarter.
  • West Tower Group sold 875 Southern Missouri Bancorp shares in Q4 2023, an estimated $33.9K.
  • West Tower Group first reported a position in Southern Missouri Bancorp in Q3 2023 and held it in 1 quarter.
  • West Tower Group's Southern Missouri Bancorp position peaked at $33.9K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.