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Bell Investment Advisors’s Customers Bancorp CUBI Stock Holding History

Bell Investment 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
2023
Q1 		– Sell
-41
Closed -$1.16K – 1934
2022
Q4 		$1.16K Buy
+41
New +$1.28K ﹤0.01% 1513

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Bell Investment Advisors's CUBI Position: Q1 2023 in Review

Bell Investment Advisors sold out of Customers Bancorp (CUBI) in Q1 2023, closing a stake of 41 shares — an estimated $1.16K sold.

Bell Investment Advisors first reported a position in CUBI in Q4 2022 and held it in 1 quarter. The position peaked at $1.16K in Q4 2022. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2023.

  • Bell Investment Advisors reported no remaining Customers Bancorp position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 41 Customers Bancorp shares in Q1 2023, an estimated $1.16K.
  • Bell Investment Advisors first reported a position in Customers Bancorp in Q4 2022 and held it in 1 quarter.
  • Bell Investment Advisors's Customers Bancorp position peaked at $1.16K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.