Denali Advisors’s Amerant Bancorp AMTB Stock Holding History

Denali Advisors’s Portfolio AMTB Stock Details AMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,500	Closed	-$79K	–	380
2022 Q1	$79K	Hold	2,500	–	–	0.03%	211
2021 Q4	$86K	Buy	+2,500	New	+$73.5K	0.03%	201
2020 Q3	–	Sell	-5,150	Closed	-$77K	–	365
2020 Q2	$77K	Buy	5,150 +1,160	+29%	+$15.6K	0.01%	305
2020 Q1	$61K	Buy	+3,990	New	+$72.5K	0.01%	281

Other funds holding AMTB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

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

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

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCC

Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Denali Advisors's AMTB Position: Q2 2022 in Review

Denali Advisors sold out of Amerant Bancorp (AMTB) in Q2 2022, closing a stake of 2,500 shares — an estimated $79K sold.

Denali Advisors first reported a position in AMTB in Q1 2020 and held it in 4 quarters. The position peaked at $86K in Q4 2021. 86 funds tracked by Wall St. Rank hold AMTB as of Q2 2022.

Denali Advisors reported no remaining Amerant Bancorp position as of Q2 2022 after selling out during the quarter.
Denali Advisors sold 2,500 Amerant Bancorp shares in Q2 2022, an estimated $79K.
Denali Advisors first reported a position in Amerant Bancorp in Q1 2020 and held it in 4 quarters.
Denali Advisors's Amerant Bancorp position peaked at $86K in Q4 2021.
86 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2022.

Based on Denali Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.