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Carolinas Wealth Consulting’s Customers Bancorp CUBI Stock Holding History

Carolinas Wealth Consulting’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$1.18K – 1063
2023
Q4 		$1.18K Hold
20
– – ﹤0.01% 812
2023
Q3 		$824 Sell
20
-2
-9% -$72 ﹤0.01% 861
2023
Q2 		$653 Buy
+22
New +$493 ﹤0.01% 964

Other funds holding CUBI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carolinas Wealth Consulting's CUBI Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Customers Bancorp (CUBI) in Q1 2024, closing a stake of 20 shares — an estimated $1.18K sold.

Carolinas Wealth Consulting first reported a position in CUBI in Q2 2023 and held it in 3 quarters. The position peaked at $1.18K in Q4 2023. 241 funds tracked by Wall St. Rank hold CUBI as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Customers Bancorp position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 20 Customers Bancorp shares in Q1 2024, an estimated $1.18K.
  • Carolinas Wealth Consulting first reported a position in Customers Bancorp in Q2 2023 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Customers Bancorp position peaked at $1.18K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.