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Abich Financial Wealth Management’s Customers Bancorp CUBI Stock Holding History

Abich Financial Wealth Management’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.99K Sell
129
-89
-41% -$4.63K 0.01% 240
2024
Q2 		$10.5K Buy
218
+78
+56% +$3.68K 0.01% 270
2024
Q1 		$7.43K Buy
140
+133
+1,900% +$7K 0.01% 249
2023
Q4 		$403 Buy
+7
New +$304 ﹤0.01% 410

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Abich Financial Wealth Management's CUBI Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Customers Bancorp (CUBI) stake by 41% in Q3 2024, selling an estimated $4.63K and leaving 129 shares worth $5.99K. The position accounts for 0.01% of the portfolio, ranked #240.

Abich Financial Wealth Management first reported a position in CUBI in Q4 2023 and has held it in 4 quarters since. The position peaked at $10.5K in Q2 2024. 240 funds tracked by Wall St. Rank hold CUBI as of Q3 2024.

  • Abich Financial Wealth Management held 129 shares of Customers Bancorp worth $5.99K as of Q3 2024.
  • Abich Financial Wealth Management sold 89 Customers Bancorp shares in Q3 2024, an estimated $4.63K.
  • Customers Bancorp made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #240 holding.
  • Abich Financial Wealth Management first reported a position in Customers Bancorp in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Customers Bancorp position peaked at $10.5K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.