CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Ponce Financial Group PDLB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-106
Closed -$1K – 4622
2021
Q1 		$1K Buy
+106
New +$806 ﹤0.01% 4220

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CAPTRUST Financial Advisors's PDLB Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of Ponce Financial Group (PDLB) in Q2 2021, closing a stake of 106 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in PDLB in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 31 funds tracked by Wall St. Rank hold PDLB as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining Ponce Financial Group position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 106 Ponce Financial Group shares in Q2 2021, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Ponce Financial Group in Q1 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Ponce Financial Group position peaked at $1K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.