Corient Private Wealth
LBAI

Corient Private Wealth’s Lakeland Bancorp Inc LBAI Stock Holding History

Corient Private Wealth’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-32,393
Closed -$392K – 2413
2024
Q1 		$392K Buy
32,393
+13,221
+69% +$170K ﹤0.01% 1754
2023
Q4 		$284K Sell
19,172
-16,003
-45% -$204K ﹤0.01% 1887
2023
Q3 		$444K Buy
35,175
+16,003
+83% +$222K ﹤0.01% 1559
2023
Q2 		$257K Sell
19,172
-337
-2% -$4.7K ﹤0.01% 1768
2023
Q1 		$305K Buy
19,509
+337
+2% +$6.13K ﹤0.01% 1599
2022
Q4 		$338K Buy
+19,172
New +$342K ﹤0.01% 1289

Corient Private Wealth's LBAI Position: Q2 2024 in Review

Corient Private Wealth sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 32,393 shares — an estimated $392K sold.

Corient Private Wealth first reported a position in LBAI in Q4 2022 and held it in 6 quarters. The position peaked at $444K in Q3 2023. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • Corient Private Wealth reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 32,393 Lakeland Bancorp Inc shares in Q2 2024, an estimated $392K.
  • Corient Private Wealth first reported a position in Lakeland Bancorp Inc in Q4 2022 and held it in 6 quarters.
  • Corient Private Wealth's Lakeland Bancorp Inc position peaked at $444K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.