AWM
BANX

Able Wealth Management’s ArrowMark Financial BANX Stock Holding History

Able Wealth Management’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-552
Closed -$10K – 137
2023
Q4 		$10K Buy
+552
New +$9.59K 0.01% 279

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Able Wealth Management sold out of ArrowMark Financial (BANX) in Q1 2024, closing a stake of 552 shares — an estimated $10K sold.

Able Wealth Management first reported a position in BANX in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 25 funds tracked by Wall St. Rank hold BANX as of Q1 2024.

  • Able Wealth Management reported no remaining ArrowMark Financial position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 552 ArrowMark Financial shares in Q1 2024, an estimated $10K.
  • Able Wealth Management first reported a position in ArrowMark Financial in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's ArrowMark Financial position peaked at $10K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2024.

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