Pricing

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

0 followers ยท
NORFOLK VA Investment Advisor Banks
13F Summary
Wilbanks Smith & Thomas Asset Management is based out of Norfolk. Wilbanks Smith & Thomas Asset Management is a large advisory firm with 2579 clients and discretionary assets under management (AUM) of $4,710,242,994 (Form ADV from 2023-12-11). Their last reported 13F filing for Q4 2023 included $3,271,902,332 in managed 13F securities and a top 10 holdings concentration of 35.81%. Wilbanks Smith & Thomas Asset Management's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 683,184. Whalewisdom has at least 95 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $3.27b, Prior: $2.89b
New Purchases 48 stocks
Added To 160 stocks
Sold out of 24 stocks
Reduced holdings in 202 stocks
Top 10 Holdings % 35.81%
Turnover %[1] 13.9%
Turnover Alt %[2] 6.8%
Time Held Top 20 27.3 quarters
Time Held Top 10 25.6 quarters
Time Held All 25.61 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance