Advisory Services Network’s ArrowMark Financial BANX Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-237	Closed	-$5K	–	1544
2021 Q2	$5K	Buy	+237	New	+$4.97K	﹤0.01%	3043
2021 Q1	–	Sell	-237	Closed	-$5K	–	1416
2020 Q4	$5K	Hold	237	–	–	﹤0.01%	2690
2020 Q3	$5K	Buy	+237	New	+$4.29K	﹤0.01%	2743

Other funds holding BANX

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Advisory Services Network's BANX Position: Q3 2021 in Review

Advisory Services Network sold out of ArrowMark Financial (BANX) in Q3 2021, closing a stake of 237 shares — an estimated $5K sold.

Advisory Services Network first reported a position in BANX in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 30 funds tracked by Wall St. Rank hold BANX as of Q3 2021.

Advisory Services Network reported no remaining ArrowMark Financial position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 237 ArrowMark Financial shares in Q3 2021, an estimated $5K.
Advisory Services Network first reported a position in ArrowMark Financial in Q3 2020 and held it in 3 quarters.
Advisory Services Network's ArrowMark Financial position peaked at $5K in Q2 2021.
30 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.