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Ellevest Inc’s Metropolitan Bank Holding Corp MCB Stock Holding History

Ellevest Inc’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-503
Closed -$17K – 1095
2023
Q1 		$17K Buy
+503
New +$26.1K ﹤0.01% 884

Other funds holding MCB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Ellevest Inc's MCB Position: Q2 2023 in Review

Ellevest Inc sold out of Metropolitan Bank Holding Corp (MCB) in Q2 2023, closing a stake of 503 shares — an estimated $17K sold.

Ellevest Inc first reported a position in MCB in Q1 2023 and held it in 1 quarter. The position peaked at $17K in Q1 2023. 99 funds tracked by Wall St. Rank hold MCB as of Q2 2023.

  • Ellevest Inc reported no remaining Metropolitan Bank Holding Corp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 503 Metropolitan Bank Holding Corp shares in Q2 2023, an estimated $17K.
  • Ellevest Inc first reported a position in Metropolitan Bank Holding Corp in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Metropolitan Bank Holding Corp position peaked at $17K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.