Bessemer Group’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,500
Closed -$22K 1386
2020
Q2
$22K Sell
1,500
-3,900
-72% -$51.4K ﹤0.01% 1442
2020
Q1
$57K Sell
5,400
-3,400
-39% -$53.1K ﹤0.01% 1204
2019
Q4
$145K Buy
8,800
+400
+5% +$6.47K ﹤0.01% 1126
2019
Q3
$127K Buy
+8,400
New +$128K ﹤0.01% 1138

Other funds holding CCB

Bessemer Group's CCB Position: Q3 2020 in Review

Bessemer Group sold out of Coastal Financial (CCB) in Q3 2020, closing a stake of 1,500 shares — an estimated $22K sold.

Bessemer Group first reported a position in CCB in Q3 2019 and held it in 4 quarters. The position peaked at $145K in Q4 2019. 61 funds tracked by Wall St. Rank hold CCB as of Q3 2020.

  • Bessemer Group reported no remaining Coastal Financial position as of Q3 2020 after selling out during the quarter.
  • Bessemer Group sold 1,500 Coastal Financial shares in Q3 2020, an estimated $22K.
  • Bessemer Group first reported a position in Coastal Financial in Q3 2019 and held it in 4 quarters.
  • Bessemer Group's Coastal Financial position peaked at $145K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2020.

Based on Bessemer Group's 13F filing for Q3 2020, filed 12 Nov 2020.