CWP
PPBI

Concord Wealth Partners’s Pacific Premier Bancorp PPBI Stock Holding History

Concord Wealth Partners’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
2022
Q1 		– Sell
-205
Closed -$8K – 1357
2021
Q4 		$8K Buy
+205
New +$8.49K ﹤0.01% 840

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Concord Wealth Partners's PPBI Position: Q1 2022 in Review

Concord Wealth Partners sold out of Pacific Premier Bancorp (PPBI) in Q1 2022, closing a stake of 205 shares — an estimated $8K sold.

Concord Wealth Partners first reported a position in PPBI in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 231 funds tracked by Wall St. Rank hold PPBI as of Q1 2022.

  • Concord Wealth Partners reported no remaining Pacific Premier Bancorp position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 205 Pacific Premier Bancorp shares in Q1 2022, an estimated $8K.
  • Concord Wealth Partners first reported a position in Pacific Premier Bancorp in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Pacific Premier Bancorp position peaked at $8K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.