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Cox Capital Management’s Customers Bancorp CUBI Stock Holding History

Cox Capital Management’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,180
Closed -$316K – 88
2023
Q3 		$316K Buy
+9,180
New +$332K 0.22% 73

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DCM
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cox Capital Management's CUBI Position: Q4 2023 in Review

Cox Capital Management sold out of Customers Bancorp (CUBI) in Q4 2023, closing a stake of 9,180 shares — an estimated $316K sold.

Cox Capital Management first reported a position in CUBI in Q3 2023 and held it in 1 quarter. The position peaked at $316K in Q3 2023. 256 funds tracked by Wall St. Rank hold CUBI as of Q4 2023.

  • Cox Capital Management reported no remaining Customers Bancorp position as of Q4 2023 after selling out during the quarter.
  • Cox Capital Management sold 9,180 Customers Bancorp shares in Q4 2023, an estimated $316K.
  • Cox Capital Management first reported a position in Customers Bancorp in Q3 2023 and held it in 1 quarter.
  • Cox Capital Management's Customers Bancorp position peaked at $316K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2023.

Based on Cox Capital Management's 13F filing for Q4 2023, filed 12 Jan 2024.