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Baker Tilly Wealth Management’s Coastal Financial CCB Stock Holding History

Baker Tilly Wealth 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
2022
Q1 		– Sell
-4,428
Closed -$224K – 528
2021
Q4 		$224K Buy
+4,428
New +$183K 0.02% 485

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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
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 $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Tilly Wealth Management's CCB Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Coastal Financial (CCB) in Q1 2022, closing a stake of 4,428 shares — an estimated $224K sold.

Baker Tilly Wealth Management first reported a position in CCB in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 111 funds tracked by Wall St. Rank hold CCB as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Coastal Financial position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,428 Coastal Financial shares in Q1 2022, an estimated $224K.
  • Baker Tilly Wealth Management first reported a position in Coastal Financial in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Coastal Financial position peaked at $224K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.