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Blooom Inc’s Banc of California BANC Stock Holding History

Blooom Inc’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-144,195
Closed -$144K – 41
2022
Q2 		$144K Sell
144,195
-4,759
-3% -$86.8K 0.25% 39
2022
Q1 		$149K Buy
+148,954
New +$2.96M 0.12% 44
2021
Q2 		– Sell
-113,969
Closed -$114K – 51
2021
Q1 		$114K Buy
+113,969
New +$2.12M 0.09% 49

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Blooom Inc's BANC Position: Q3 2022 in Review

Blooom Inc sold out of Banc of California (BANC) in Q3 2022, closing a stake of 144,195 shares — an estimated $144K sold.

Blooom Inc first reported a position in BANC in Q1 2021 and held it in 3 quarters. The position peaked at $149K in Q1 2022. 157 funds tracked by Wall St. Rank hold BANC as of Q3 2022.

  • Blooom Inc reported no remaining Banc of California position as of Q3 2022 after selling out during the quarter.
  • Blooom Inc sold 144,195 Banc of California shares in Q3 2022, an estimated $144K.
  • Blooom Inc first reported a position in Banc of California in Q1 2021 and held it in 3 quarters.
  • Blooom Inc's Banc of California position peaked at $149K in Q1 2022.
  • 157 funds tracked by Wall St. Rank held Banc of California as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.