CMBA
CUBI icon

C.M. Bidwell & Associates’s Customers Bancorp CUBI Stock Holding History

C.M. Bidwell & Associates’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
2024
Q2 		– Sell
-10
Closed -$531 – 495
2024
Q1 		$531 Buy
10
+2
+25% +$105 ﹤0.01% 439
2023
Q4 		$461 Sell
8
-3,257
-100% -$141K ﹤0.01% 450
2023
Q3 		$112K Buy
+3,265
New +$118K 0.09% 207
2022
Q2 		– Sell
-1,610
Closed -$84K – 509
2022
Q1 		$84K Sell
1,610
-120
-7% -$7.31K 0.06% 257
2021
Q4 		$113K Sell
1,730
-450
-21% -$24.7K 0.07% 232
2021
Q3 		$94K Sell
2,180
-85
-4% -$3.31K 0.06% 241
2021
Q2 		$88K Buy
2,265
+830
+58% +$29.9K 0.06% 254
2021
Q1 		$46K Buy
+1,435
New +$37.8K 0.03% 301
2020
Q1 		– Sell
-2,840
Closed -$68K – 380
2019
Q4 		$68K Buy
+2,840
New +$65.2K 0.06% 203
2015
Q3 		– Sell
-13,930
Closed -$375K – 243
2015
Q2 		$375K Sell
13,930
-9,810
-41% -$251K 0.08% 116
2015
Q1 		$578K Buy
+23,740
New +$512K 0.13% 93

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

C.M. Bidwell & Associates's CUBI Position: Q2 2024 in Review

C.M. Bidwell & Associates sold out of Customers Bancorp (CUBI) in Q2 2024, closing a stake of 10 shares — an estimated $531 sold.

C.M. Bidwell & Associates first reported a position in CUBI in Q1 2015 and held it in 11 quarters. The position peaked at $578K in Q1 2015. 224 funds tracked by Wall St. Rank hold CUBI as of Q2 2024.

  • C.M. Bidwell & Associates reported no remaining Customers Bancorp position as of Q2 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 10 Customers Bancorp shares in Q2 2024, an estimated $531.
  • C.M. Bidwell & Associates first reported a position in Customers Bancorp in Q1 2015 and held it in 11 quarters.
  • C.M. Bidwell & Associates's Customers Bancorp position peaked at $578K in Q1 2015.
  • 224 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.