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Able Wealth Management’s Banc of California BANC Stock Holding History

Able Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-361
Closed -$4.85K – 136
2023
Q4 		$4.85K Buy
+361
New +$4.46K ﹤0.01% 349

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Able Wealth Management's BANC Position: Q1 2024 in Review

Able Wealth Management sold out of Banc of California (BANC) in Q1 2024, closing a stake of 361 shares — an estimated $4.85K sold.

Able Wealth Management first reported a position in BANC in Q4 2023 and held it in 1 quarter. The position peaked at $4.85K in Q4 2023. 273 funds tracked by Wall St. Rank hold BANC as of Q1 2024.

  • Able Wealth Management reported no remaining Banc of California position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 361 Banc of California shares in Q1 2024, an estimated $4.85K.
  • Able Wealth Management first reported a position in Banc of California in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Banc of California position peaked at $4.85K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Banc of California as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.