Advisor Partners’s Customers Bancorp CUBI Stock Holding History

Advisor Partners’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
2022 Q2	–	Sell	-5,533	Closed	-$288K	–	849
2022 Q1	$288K	Sell	5,533 -51	-0.9%	-$3.11K	0.02%	685
2021 Q4	$366K	Buy	5,584 +147	+3%	+$8.07K	0.02%	607
2021 Q3	$234K	Buy	5,437 +199	+4%	+$7.75K	0.02%	719
2021 Q2	$204K	Buy	+5,238	New	+$189K	0.01%	799

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Advisor Partners's CUBI Position: Q2 2022 in Review

Advisor Partners sold out of Customers Bancorp (CUBI) in Q2 2022, closing a stake of 5,533 shares — an estimated $288K sold.

Advisor Partners first reported a position in CUBI in Q2 2021 and held it in 4 quarters. The position peaked at $366K in Q4 2021. 212 funds tracked by Wall St. Rank hold CUBI as of Q2 2022.

Advisor Partners reported no remaining Customers Bancorp position as of Q2 2022 after selling out during the quarter.
Advisor Partners sold 5,533 Customers Bancorp shares in Q2 2022, an estimated $288K.
Advisor Partners first reported a position in Customers Bancorp in Q2 2021 and held it in 4 quarters.
Advisor Partners's Customers Bancorp position peaked at $366K in Q4 2021.
212 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.