Cambridge Investment Research Advisors
PPBI

Cambridge Investment Research Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,637
Closed -$267K – 3507
2024
Q2 		$267K Buy
11,637
+1,931
+20% +$42.8K ﹤0.01% 2798
2024
Q1 		$233K Buy
+9,706
New +$243K ﹤0.01% 2900
2018
Q3 		– Sell
-5,327
Closed -$203K – 2292
2018
Q2 		$203K Buy
+5,327
New +$217K ﹤0.01% 2007

Other funds holding PPBI

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors's PPBI Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2024, closing a stake of 11,637 shares — an estimated $267K sold.

Cambridge Investment Research Advisors first reported a position in PPBI in Q2 2018 and held it in 3 quarters. The position peaked at $267K in Q2 2024. 266 funds tracked by Wall St. Rank hold PPBI as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,637 Pacific Premier Bancorp shares in Q3 2024, an estimated $267K.
  • Cambridge Investment Research Advisors first reported a position in Pacific Premier Bancorp in Q2 2018 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Pacific Premier Bancorp position peaked at $267K in Q2 2024.
  • 266 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.