BCWM
PPBI

Bartlett & Co Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-35
Closed -$1.1K – 1173
2020
Q4 		$1.1K Buy
+35
New +$972 ﹤0.01% 1027

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State Street
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CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co Wealth Management's PPBI Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q1 2021, closing a stake of 35 shares — an estimated $1.1K sold.

Bartlett & Co Wealth Management first reported a position in PPBI in Q4 2020 and held it in 1 quarter. The position peaked at $1.1K in Q4 2020. 216 funds tracked by Wall St. Rank hold PPBI as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Pacific Premier Bancorp position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 35 Pacific Premier Bancorp shares in Q1 2021, an estimated $1.1K.
  • Bartlett & Co Wealth Management first reported a position in Pacific Premier Bancorp in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Pacific Premier Bancorp position peaked at $1.1K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.