Capital Asset Advisory Services’s ArrowMark Financial BANX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,135
Closed -$121K 733
2020
Q4
$121K Buy
+6,135
New +$119K 0.02% 417

Other funds holding BANX

Capital Asset Advisory Services's BANX Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of ArrowMark Financial (BANX) in Q1 2021, closing a stake of 6,135 shares — an estimated $121K sold.

Capital Asset Advisory Services first reported a position in BANX in Q4 2020 and held it in 1 quarter. The position peaked at $121K in Q4 2020. 30 funds tracked by Wall St. Rank hold BANX as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining ArrowMark Financial position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 6,135 ArrowMark Financial shares in Q1 2021, an estimated $121K.
  • Capital Asset Advisory Services first reported a position in ArrowMark Financial in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's ArrowMark Financial position peaked at $121K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.