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Creekmur Asset Management’s Coastal Financial CCB Stock Holding History

Creekmur Asset Management’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$1.7K – 818
2024
Q4 		$1.7K Hold
20
– – ﹤0.01% 609
2024
Q3 		$1.08K Hold
20
– – ﹤0.01% 724
2024
Q2 		$923 Buy
+20
New +$841 ﹤0.01% 798

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Creekmur Asset Management's CCB Position: Q1 2025 in Review

Creekmur Asset Management sold out of Coastal Financial (CCB) in Q1 2025, closing a stake of 20 shares — an estimated $1.7K sold.

Creekmur Asset Management first reported a position in CCB in Q2 2024 and held it in 3 quarters. The position peaked at $1.7K in Q4 2024. 177 funds tracked by Wall St. Rank hold CCB as of Q1 2025.

  • Creekmur Asset Management reported no remaining Coastal Financial position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 20 Coastal Financial shares in Q1 2025, an estimated $1.7K.
  • Creekmur Asset Management first reported a position in Coastal Financial in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Coastal Financial position peaked at $1.7K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.