Wilbanks Smith & Thomas Asset Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio SKOR Stock Details SKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,463	Closed	-$303K	–	524
2023 Q2	$303K	Hold	6,463	–	–	0.01%	411
2023 Q1	$307K	Buy	+6,463	New	+$304K	0.01%	395
2020 Q2	–	Sell	-5,421	Closed	-$276K	–	401
2020 Q1	$276K	Buy	5,421 +453	+9%	+$23.5K	0.02%	294
2019 Q4	$259K	Buy	4,968 +444	+10%	+$23.2K	0.02%	352
2019 Q3	$237K	Hold	4,524	–	–	0.02%	367
2019 Q2	$235K	Sell	4,524 -89	-2%	-$4.53K	0.02%	370
2019 Q1	$233K	Sell	4,613 -863	-16%	-$42.9K	0.02%	359
2018 Q4	$268K	Buy	5,476 +46	+0.8%	+$2.24K	0.02%	282
2018 Q3	$266K	Buy	5,430 +40	+0.7%	+$1.96K	0.02%	332
2018 Q2	$264K	Hold	5,390	–	–	0.02%	291
2018 Q1	$267K	Buy	5,390 +1,455	+37%	+$72.5K	0.02%	278
2017 Q4	$200K	Hold	3,935	–	–	0.02%	330
2017 Q3	$201K	Buy	+3,935	New	+$201K	0.02%	327
2017 Q1	–	Sell	-4,135	Closed	-$207K	–	342
2016 Q4	$207K	Sell	4,135 -4,813	-54%	-$244K	0.02%	283
2016 Q3	$464K	Buy	8,948 +766	+9%	+$39.8K	0.04%	171
2016 Q2	$425K	Buy	8,182 +635	+8%	+$32.7K	0.04%	182
2016 Q1	$387K	Buy	+7,547	New	+$380K	0.05%	186

Other funds holding SKOR

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SKOR Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q3 2023, closing a stake of 6,463 shares — an estimated $303K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SKOR in Q1 2016 and held it in 17 quarters. The position peaked at $464K in Q3 2016. 33 funds tracked by Wall St. Rank hold SKOR as of Q3 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q3 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,463 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q3 2023, an estimated $303K.
Wilbanks Smith & Thomas Asset Management first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q1 2016 and held it in 17 quarters.
Wilbanks Smith & Thomas Asset Management's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $464K in Q3 2016.
33 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.