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Connectus Wealth’s Banc of California BANC Stock Holding History

Connectus Wealth’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,500
Closed -$291K – 499
2022
Q2 		$291K Buy
+16,500
New +$301K 0.01% 384

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Connectus Wealth's BANC Position: Q3 2022 in Review

Connectus Wealth sold out of Banc of California (BANC) in Q3 2022, closing a stake of 16,500 shares — an estimated $291K sold.

Connectus Wealth first reported a position in BANC in Q2 2022 and held it in 1 quarter. The position peaked at $291K in Q2 2022. 157 funds tracked by Wall St. Rank hold BANC as of Q3 2022.

  • Connectus Wealth reported no remaining Banc of California position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 16,500 Banc of California shares in Q3 2022, an estimated $291K.
  • Connectus Wealth first reported a position in Banc of California in Q2 2022 and held it in 1 quarter.
  • Connectus Wealth's Banc of California position peaked at $291K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held Banc of California as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.