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Aster Capital Management’s Coastal Financial CCB Stock Holding History

Aster Capital Management’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
2025
Q2 		– Sell
-85
Closed -$8.39K – 1095
2025
Q1 		$8.39K Buy
+85
New +$7.43K ﹤0.01% 1075

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WHG
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State Street
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Manulife (Manufacturers Life Insurance)
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aster Capital Management's CCB Position: Q2 2025 in Review

Aster Capital Management sold out of Coastal Financial (CCB) in Q2 2025, closing a stake of 85 shares — an estimated $8.39K sold.

Aster Capital Management first reported a position in CCB in Q1 2025 and held it in 1 quarter. The position peaked at $8.39K in Q1 2025. 176 funds tracked by Wall St. Rank hold CCB as of Q2 2025.

  • Aster Capital Management reported no remaining Coastal Financial position as of Q2 2025 after selling out during the quarter.
  • Aster Capital Management sold 85 Coastal Financial shares in Q2 2025, an estimated $8.39K.
  • Aster Capital Management first reported a position in Coastal Financial in Q1 2025 and held it in 1 quarter.
  • Aster Capital Management's Coastal Financial position peaked at $8.39K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2025.

Based on Aster Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.