BSW
LBC

Buckingham Strategic Wealth’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Buckingham Strategic Wealth’s Portfolio LBC Stock Details LBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,479
Closed -$294K – 723
2023
Q1 		$294K Hold
26,479
– – 0.01% 486
2022
Q4 		$294K Sell
26,479
-5,959
-18% -$70K 0.01% 488
2022
Q3 		$377K Hold
32,438
– – 0.01% 421
2022
Q2 		$423K Buy
+32,438
New +$430K 0.01% 403

Other funds holding LBC

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's LBC Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of Luther Burbank Corporation Common Stock (LBC) in Q2 2023, closing a stake of 26,479 shares — an estimated $294K sold.

Buckingham Strategic Wealth first reported a position in LBC in Q2 2022 and held it in 4 quarters. The position peaked at $423K in Q2 2022. 70 funds tracked by Wall St. Rank hold LBC as of Q2 2023.

  • Buckingham Strategic Wealth reported no remaining Luther Burbank Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 26,479 Luther Burbank Corporation Common Stock shares in Q2 2023, an estimated $294K.
  • Buckingham Strategic Wealth first reported a position in Luther Burbank Corporation Common Stock in Q2 2022 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Luther Burbank Corporation Common Stock position peaked at $423K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.