American Portfolios Advisors’s Coastal Financial CCB Stock Holding History

American Portfolios Advisors’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 Q3	$19.2K	Hold	483	–	–	﹤0.01%	2203
2022 Q2	$18.4K	Sell	483 -96	-17%	-$3.85K	﹤0.01%	2270
2022 Q1	$26.5K	Sell	579 -755	-57%	-$36.7K	﹤0.01%	2223
2021 Q4	$67.5K	Hold	1,334	–	–	﹤0.01%	1729
2021 Q3	$42.5K	Buy	1,334 +166	+14%	+$4.95K	﹤0.01%	1862
2021 Q2	$33.4K	Buy	1,168 +29	+3%	+$849	﹤0.01%	1946
2021 Q1	$29.9K	Buy	1,139 +752	+194%	+$18.6K	﹤0.01%	1849
2020 Q4	$8.13K	Hold	387	–	–	﹤0.01%	2207
2020 Q3	$4.74K	Sell	387 -27	-7%	-$373	﹤0.01%	2310
2020 Q2	$6.01K	Buy	414 +2	+0.5%	+$26	﹤0.01%	2160
2020 Q1	$4.33K	Sell	412 -2	-0.5%	-$31	﹤0.01%	2150
2019 Q4	$6.82K	Buy	414 +291	+237%	+$4.7K	﹤0.01%	2152
2019 Q3	$1.86K	Hold	123	–	–	﹤0.01%	2530
2019 Q2	$1.9K	Buy	+123	New	+$2K	﹤0.01%	2493

Other funds holding CCB

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

KCM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

American Portfolios Advisors held its Coastal Financial (CCB) position steady in Q3 2022 at 483 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

American Portfolios Advisors first reported a position in CCB in Q2 2019 and has held it in 14 quarters since. The position peaked at $67.5K in Q4 2021. 114 funds tracked by Wall St. Rank hold CCB as of Q3 2022.

American Portfolios Advisors held 483 shares of Coastal Financial worth $19.2K as of Q3 2022.
American Portfolios Advisors left its Coastal Financial share count unchanged in Q3 2022.
Coastal Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2203 holding.
American Portfolios Advisors first reported a position in Coastal Financial in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's Coastal Financial position peaked at $67.5K in Q4 2021.
114 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2022.

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