Crewe Advisors’s Customers Bancorp CUBI Stock Holding History

Crewe Advisors’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
2022 Q4	–	Sell	-79	Closed	-$2K	–	1078
2022 Q3	$2K	Buy	+79	New	+$2.8K	﹤0.01%	1025

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Crewe Advisors's CUBI Position: Q4 2022 in Review

Crewe Advisors sold out of Customers Bancorp (CUBI) in Q4 2022, closing a stake of 79 shares — an estimated $2K sold.

Crewe Advisors first reported a position in CUBI in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 209 funds tracked by Wall St. Rank hold CUBI as of Q4 2022.

Crewe Advisors reported no remaining Customers Bancorp position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 79 Customers Bancorp shares in Q4 2022, an estimated $2K.
Crewe Advisors first reported a position in Customers Bancorp in Q3 2022 and held it in 1 quarter.
Crewe Advisors's Customers Bancorp position peaked at $2K in Q3 2022.
209 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.