Corient Private Wealth
MCBC

Corient Private Wealth’s Macatawa Bank Corp MCBC Stock Holding History

Corient Private Wealth’s Portfolio MCBC Stock Details MCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28,684
Closed -$419K – 2582
2024
Q2 		$419K Sell
28,684
-2,215
-7% -$29.6K ﹤0.01% 1740
2024
Q1 		$303K Sell
30,899
-468
-1% -$4.79K ﹤0.01% 1886
2023
Q4 		$354K Sell
31,367
-939
-3% -$9.18K ﹤0.01% 1784
2023
Q3 		$289K Sell
32,306
-2,151
-6% -$20.1K ﹤0.01% 1763
2023
Q2 		$320K Sell
34,457
-1,814
-5% -$16.8K ﹤0.01% 1667
2023
Q1 		$371K Sell
36,271
-766
-2% -$8.14K ﹤0.01% 1504
2022
Q4 		$408K Buy
+37,037
New +$393K ﹤0.01% 1217

Other funds holding MCBC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Corient Private Wealth's MCBC Position: Q3 2024 in Review

Corient Private Wealth sold out of Macatawa Bank Corp (MCBC) in Q3 2024, closing a stake of 28,684 shares — an estimated $419K sold.

Corient Private Wealth first reported a position in MCBC in Q4 2022 and held it in 7 quarters. The position peaked at $419K in Q2 2024. 2 funds tracked by Wall St. Rank hold MCBC as of Q3 2024.

  • Corient Private Wealth reported no remaining Macatawa Bank Corp position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 28,684 Macatawa Bank Corp shares in Q3 2024, an estimated $419K.
  • Corient Private Wealth first reported a position in Macatawa Bank Corp in Q4 2022 and held it in 7 quarters.
  • Corient Private Wealth's Macatawa Bank Corp position peaked at $419K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Macatawa Bank Corp as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.