BEI
BANX

Benjamin Edwards Inc’s ArrowMark Financial BANX Stock Holding History

Benjamin Edwards Inc’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,659
Closed -$132K – 407
2021
Q1 		$132K Sell
6,659
-1,085
-14% -$21.7K 0.1% 182
2020
Q4 		$149K Sell
7,744
-895
-10% -$17.4K 0.12% 167
2020
Q3 		$168K Sell
8,639
-357
-4% -$6.47K 0.14% 135
2020
Q2 		$143K Buy
+8,996
New +$148K 0.12% 137

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $1.18B AUM 84.79% 1-Year Est. Return

Benjamin Edwards Inc's BANX Position: Q2 2021 in Review

Benjamin Edwards Inc sold out of ArrowMark Financial (BANX) in Q2 2021, closing a stake of 6,659 shares — an estimated $132K sold.

Benjamin Edwards Inc first reported a position in BANX in Q2 2020 and held it in 4 quarters. The position peaked at $168K in Q3 2020. 32 funds tracked by Wall St. Rank hold BANX as of Q2 2021.

  • Benjamin Edwards Inc reported no remaining ArrowMark Financial position as of Q2 2021 after selling out during the quarter.
  • Benjamin Edwards Inc sold 6,659 ArrowMark Financial shares in Q2 2021, an estimated $132K.
  • Benjamin Edwards Inc first reported a position in ArrowMark Financial in Q2 2020 and held it in 4 quarters.
  • Benjamin Edwards Inc's ArrowMark Financial position peaked at $168K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2021.

Based on Benjamin Edwards Inc's 13F filing for Q2 2021, filed 11 Aug 2021.