Certified Advisory Corp’s Coastal Financial CCB Stock Holding History

Certified Advisory Corp’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,298	Closed	-$143K	–	277
2022 Q4	$143K	Buy	+11,298	New	+$524K	0.03%	226

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Certified Advisory Corp's CCB Position: Q1 2023 in Review

Certified Advisory Corp sold out of Coastal Financial (CCB) in Q1 2023, closing a stake of 11,298 shares — an estimated $143K sold.

Certified Advisory Corp first reported a position in CCB in Q4 2022 and held it in 1 quarter. The position peaked at $143K in Q4 2022. 124 funds tracked by Wall St. Rank hold CCB as of Q1 2023.

Certified Advisory Corp reported no remaining Coastal Financial position as of Q1 2023 after selling out during the quarter.
Certified Advisory Corp sold 11,298 Coastal Financial shares in Q1 2023, an estimated $143K.
Certified Advisory Corp first reported a position in Coastal Financial in Q4 2022 and held it in 1 quarter.
Certified Advisory Corp's Coastal Financial position peaked at $143K in Q4 2022.
124 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2023.

Based on Certified Advisory Corp's 13F filing for Q1 2023, filed 15 May 2023.