CIA
PPBI

Concurrent Investment Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Concurrent Investment Advisors’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
2024
Q1 		– Sell
-12,115
Closed -$353K – 977
2023
Q4 		$353K Buy
+12,115
New +$282K 0.02% 602

Other funds holding PPBI

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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concurrent Investment Advisors's PPBI Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Pacific Premier Bancorp (PPBI) in Q1 2024, closing a stake of 12,115 shares — an estimated $353K sold.

Concurrent Investment Advisors first reported a position in PPBI in Q4 2023 and held it in 1 quarter. The position peaked at $353K in Q4 2023. 255 funds tracked by Wall St. Rank hold PPBI as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Pacific Premier Bancorp position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 12,115 Pacific Premier Bancorp shares in Q1 2024, an estimated $353K.
  • Concurrent Investment Advisors first reported a position in Pacific Premier Bancorp in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Pacific Premier Bancorp position peaked at $353K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.