American Portfolios Advisors’s ArrowMark Financial BANX Stock Holding History

American Portfolios Advisors’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
2022 Q3	$432	Hold	25	–	–	﹤0.01%	3399
2022 Q2	$480	Hold	25	–	–	﹤0.01%	3396
2022 Q1	$538	Sell	25 -3,275	-99%	-$70.9K	﹤0.01%	3461
2021 Q4	$72.5K	Buy	3,300 +417	+14%	+$9.21K	﹤0.01%	1691
2021 Q3	$63.6K	Buy	2,883 +212	+8%	+$4.63K	﹤0.01%	1659
2021 Q2	$58.8K	Buy	2,671 +877	+49%	+$18.4K	﹤0.01%	1656
2021 Q1	$35.5K	Sell	1,794 -308	-15%	-$6.17K	﹤0.01%	1757
2020 Q4	$40.5K	Buy	2,102 +772	+58%	+$15K	﹤0.01%	1501
2020 Q3	$25.8K	Buy	1,330 +527	+66%	+$9.55K	﹤0.01%	1587
2020 Q2	$12.8K	Buy	803 +242	+43%	+$3.98K	﹤0.01%	1832
2020 Q1	$9.11K	Buy	561 +533	+1,904%	+$10.7K	﹤0.01%	1851
2019 Q4	$624	Sell	28 -36	-56%	-$815	﹤0.01%	2733
2019 Q3	$1.42K	Buy	64 +36	+129%	+$785	﹤0.01%	2588
2019 Q2	$611	Buy	+28	New	+$609	﹤0.01%	2632

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

PAIM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UCFA

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

American Portfolios Advisors's BANX Position: Q3 2022 in Review

American Portfolios Advisors held its ArrowMark Financial (BANX) position steady in Q3 2022 at 25 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

American Portfolios Advisors first reported a position in BANX in Q2 2019 and has held it in 14 quarters since. The position peaked at $72.5K in Q4 2021. 31 funds tracked by Wall St. Rank hold BANX as of Q3 2022.

American Portfolios Advisors held 25 shares of ArrowMark Financial worth $432 as of Q3 2022.
American Portfolios Advisors left its ArrowMark Financial share count unchanged in Q3 2022.
ArrowMark Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3399 holding.
American Portfolios Advisors first reported a position in ArrowMark Financial in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's ArrowMark Financial position peaked at $72.5K in Q4 2021.
31 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.