Destination Wealth Management’s California BanCorp Common Stock CALB Stock Holding History

Destination Wealth Management’s Portfolio CALB Stock Details CALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-26,250	Closed	-$564K	–	247
2024 Q2	$564K	Hold	26,250	–	–	0.02%	146
2024 Q1	$578K	Hold	26,250	–	–	0.02%	146
2023 Q4	$650K	Hold	26,250	–	–	0.02%	140
2023 Q3	$528K	Hold	26,250	–	–	0.02%	141
2023 Q2	$394K	Hold	26,250	–	–	0.01%	157
2023 Q1	$512K	Hold	26,250	–	–	0.02%	145
2022 Q4	$624K	Hold	26,250	–	–	0.02%	136
2022 Q3	$531K	Hold	26,250	–	–	0.02%	133
2022 Q2	$506K	Hold	26,250	–	–	0.02%	140
2022 Q1	$604K	Hold	26,250	–	–	0.02%	127
2021 Q4	$557K	Hold	26,250	–	–	0.02%	135
2021 Q3	$460K	Hold	26,250	–	–	0.02%	129
2021 Q2	$491K	Hold	26,250	–	–	0.02%	129
2021 Q1	$468K	Buy	+26,250	New	+$422K	0.02%	132

Destination Wealth Management's CALB Position: Q3 2024 in Review

Destination Wealth Management sold out of California BanCorp Common Stock (CALB) in Q3 2024, closing a stake of 26,250 shares — an estimated $564K sold.

Destination Wealth Management first reported a position in CALB in Q1 2021 and held it in 14 quarters. The position peaked at $650K in Q4 2023. 0 funds tracked by Wall St. Rank hold CALB as of Q3 2024.

Destination Wealth Management reported no remaining California BanCorp Common Stock position as of Q3 2024 after selling out during the quarter.
Destination Wealth Management sold 26,250 California BanCorp Common Stock shares in Q3 2024, an estimated $564K.
Destination Wealth Management first reported a position in California BanCorp Common Stock in Q1 2021 and held it in 14 quarters.
Destination Wealth Management's California BanCorp Common Stock position peaked at $650K in Q4 2023.
0 funds tracked by Wall St. Rank held California BanCorp Common Stock as of Q3 2024.

Based on Destination Wealth Management's 13F filing for Q3 2024, filed 25 Nov 2024.