Amalgamated Financial’s Coastal Financial CCB Stock Holding History

Amalgamated Financial’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$65K	Buy	+1,414	New	+$68.8K	﹤0.01%	2296

Other funds holding CCB

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

EMFAT

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Financial's CCB Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Coastal Financial (CCB) in Q1 2022: 1,414 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #2296 among its holdings.

111 funds tracked by Wall St. Rank hold CCB as of Q1 2022.

Amalgamated Financial held 1,414 shares of Coastal Financial worth $65K as of Q1 2022.
Coastal Financial was a new Amalgamated Financial position in Q1 2022.
Coastal Financial made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2296 holding.
111 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.