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American Portfolios Advisors’s Customers Bancorp CUBI Stock Holding History

American Portfolios Advisors’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
-6,466
Closed -$337K – 3553
2022
Q1 		$337K Sell
6,466
-70
-1% -$4.26K 0.01% 911
2021
Q4 		$427K Sell
6,536
-4,006
-38% -$220K 0.01% 815
2021
Q3 		$454K Sell
10,542
-197
-2% -$7.67K 0.02% 753
2021
Q2 		$419K Buy
10,739
+1,036
+11% +$37.3K 0.02% 797
2021
Q1 		$309K Buy
+9,703
New +$255K 0.01% 856

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

American Portfolios Advisors's CUBI Position: Q2 2022 in Review

American Portfolios Advisors sold out of Customers Bancorp (CUBI) in Q2 2022, closing a stake of 6,466 shares — an estimated $337K sold.

American Portfolios Advisors first reported a position in CUBI in Q1 2021 and held it in 5 quarters. The position peaked at $454K in Q3 2021. 212 funds tracked by Wall St. Rank hold CUBI as of Q2 2022.

  • American Portfolios Advisors reported no remaining Customers Bancorp position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 6,466 Customers Bancorp shares in Q2 2022, an estimated $337K.
  • American Portfolios Advisors first reported a position in Customers Bancorp in Q1 2021 and held it in 5 quarters.
  • American Portfolios Advisors's Customers Bancorp position peaked at $454K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.