Capital Advisors Ltd’s Customers Bancorp CUBI Stock Holding History

Capital Advisors Ltd’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
2023 Q2	–	Sell	-70	Closed	-$1K	–	1332
2023 Q1	$1K	Buy	+70	New	+$1.91K	﹤0.01%	1009

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's CUBI Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Customers Bancorp (CUBI) in Q2 2023, closing a stake of 70 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in CUBI in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 190 funds tracked by Wall St. Rank hold CUBI as of Q2 2023.

Capital Advisors Ltd reported no remaining Customers Bancorp position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 70 Customers Bancorp shares in Q2 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Customers Bancorp in Q1 2023 and held it in 1 quarter.
Capital Advisors Ltd's Customers Bancorp position peaked at $1K in Q1 2023.
190 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.