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Concurrent Investment Advisors’s BayCom BCML Stock Holding History

Concurrent Investment Advisors’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,787
Closed -$260K – 1098
2024
Q2 		$260K Hold
12,787
– – 0.01% 786
2024
Q1 		$264K Hold
12,787
– – 0.01% 710
2023
Q4 		$302K Buy
+12,787
New +$268K 0.01% 650

Other funds holding BCML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concurrent Investment Advisors's BCML Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of BayCom (BCML) in Q3 2024, closing a stake of 12,787 shares — an estimated $260K sold.

Concurrent Investment Advisors first reported a position in BCML in Q4 2023 and held it in 3 quarters. The position peaked at $302K in Q4 2023. 78 funds tracked by Wall St. Rank hold BCML as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining BayCom position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 12,787 BayCom shares in Q3 2024, an estimated $260K.
  • Concurrent Investment Advisors first reported a position in BayCom in Q4 2023 and held it in 3 quarters.
  • Concurrent Investment Advisors's BayCom position peaked at $302K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held BayCom as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.