CRC
BANX

Curi RMB Capital’s ArrowMark Financial BANX Stock Holding History

Curi RMB Capital’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,244
Closed -$186K – 562
2023
Q4 		$186K Buy
10,244
+244
+2% +$4.24K 0.01% 497
2023
Q3 		$175K Hold
10,000
– – 0.01% 490
2023
Q2 		$167K Buy
+10,000
New +$169K 0.01% 500
2020
Q4 		– Sell
-15,488
Closed -$301K – 585
2020
Q3 		$301K Buy
+15,488
New +$281K 0.01% 495

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Curi RMB Capital's BANX Position: Q1 2024 in Review

Curi RMB Capital sold out of ArrowMark Financial (BANX) in Q1 2024, closing a stake of 10,244 shares — an estimated $186K sold.

Curi RMB Capital first reported a position in BANX in Q3 2020 and held it in 4 quarters. The position peaked at $301K in Q3 2020. 25 funds tracked by Wall St. Rank hold BANX as of Q1 2024.

  • Curi RMB Capital reported no remaining ArrowMark Financial position as of Q1 2024 after selling out during the quarter.
  • Curi RMB Capital sold 10,244 ArrowMark Financial shares in Q1 2024, an estimated $186K.
  • Curi RMB Capital first reported a position in ArrowMark Financial in Q3 2020 and held it in 4 quarters.
  • Curi RMB Capital's ArrowMark Financial position peaked at $301K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2024.

Based on Curi RMB Capital's 13F filing for Q1 2024, filed 15 May 2024.