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Carolinas Wealth Consulting’s Bankunited BKU Stock Holding History

Carolinas Wealth Consulting’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$181 – 1068
2023
Q1 		$181 Buy
8
+1
+14% +$33 ﹤0.01% 1050
2022
Q4 		$238 Buy
+7
New +$247 ﹤0.01% 1052

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American Century Companies
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JP Morgan Chase
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AllianceBernstein
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Carolinas Wealth Consulting's BKU Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Bankunited (BKU) in Q2 2023, closing a stake of 8 shares — an estimated $181 sold.

Carolinas Wealth Consulting first reported a position in BKU in Q4 2022 and held it in 2 quarters. The position peaked at $238 in Q4 2022. 215 funds tracked by Wall St. Rank hold BKU as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Bankunited position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Bankunited shares in Q2 2023, an estimated $181.
  • Carolinas Wealth Consulting first reported a position in Bankunited in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Bankunited position peaked at $238 in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Bankunited as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.