Capital Advisors Ltd’s MetroCity Bankshares MCBS Stock Holding History

Capital Advisors Ltd’s Portfolio MCBS Stock Details MCBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12	Closed	–	–	1442
2023 Q1	$0	Buy	+12	New	+$234	﹤0.01%	1408

Other funds holding MCBS

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Advisors Ltd sold out of MetroCity Bankshares (MCBS) in Q2 2023, closing a stake of 12 shares.

Capital Advisors Ltd first reported a position in MCBS in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 52 funds tracked by Wall St. Rank hold MCBS as of Q2 2023.

Capital Advisors Ltd reported no remaining MetroCity Bankshares position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 12 MetroCity Bankshares shares in Q2 2023.
Capital Advisors Ltd first reported a position in MetroCity Bankshares in Q1 2023 and held it in 1 quarter.
Capital Advisors Ltd's MetroCity Bankshares position peaked at $0 in Q1 2023.
52 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2023.

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