CAAS
PPBI

Capital Asset Advisory Services’s Pacific Premier Bancorp PPBI Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-143
Closed -$4K – 1287
2020
Q4 		$4K Buy
+143
New +$3.97K ﹤0.01% 1338

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

Capital Asset Advisory Services sold out of Pacific Premier Bancorp (PPBI) in Q1 2021, closing a stake of 143 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in PPBI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 216 funds tracked by Wall St. Rank hold PPBI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Pacific Premier Bancorp position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 143 Pacific Premier Bancorp shares in Q1 2021, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in Pacific Premier Bancorp in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Pacific Premier Bancorp position peaked at $4K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2021.

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