FDx Advisors’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,617
| Closed | -$207K | – | 643 |
|
|
2023
Q2 | $207K | Sell |
9,617
-810
| -8% | -$16.7K | 0.01% | 708 |
|
|
2023
Q1 | $354K | Hold |
10,427
| – | – | 0.02% | 507 |
|
|
2022
Q4 | $354K | Buy |
10,427
+105
| +1% | +$3.71K | 0.02% | 507 |
|
|
2022
Q3 | $353K | Sell |
10,322
-22
| -0.2% | -$823 | 0.02% | 500 |
|
|
2022
Q2 | $368K | Buy |
10,344
+135
| +1% | +$5.35K | 0.01% | 563 |
|
|
2022
Q1 | $449K | Buy |
10,209
+427
| +4% | +$18.5K | 0.02% | 531 |
|
|
2021
Q4 | $414K | Buy |
9,782
+664
| +7% | +$27.8K | 0.01% | 593 |
|
|
2021
Q3 | $381K | Buy |
9,118
+206
| +2% | +$8.43K | 0.01% | 585 |
|
|
2021
Q2 | $380K | Buy |
8,912
+1,594
| +22% | +$72.8K | 0.01% | 588 |
|
|
2021
Q1 | $322K | Buy |
+7,318
| New | +$300K | 0.01% | 605 |
|
|
2020
Q2 | – | Sell |
-12,654
| Closed | -$237K | – | 579 |
|
|
2020
Q1 | $237K | Buy |
12,654
+410
| +3% | +$12.3K | 0.02% | 431 |
|
|
2019
Q4 | $448K | Buy |
12,244
+227
| +2% | +$7.91K | 0.02% | 384 |
|
|
2019
Q3 | $404K | Buy |
12,017
+4,615
| +62% | +$151K | 0.03% | 395 |
|
|
2019
Q2 | $250K | Sell |
7,402
-769
| -9% | -$26.5K | 0.01% | 692 |
|
|
2019
Q1 | $273K | Sell |
8,171
-4,458
| -35% | -$154K | 0.01% | 630 |
|
|
2018
Q4 | $378K | Sell |
12,629
-237
| -2% | -$7.72K | 0.03% | 360 |
|
|
2018
Q3 | $455K | Buy |
12,866
+1,005
| +8% | +$39.6K | 0.02% | 546 |
|
|
2018
Q2 | $485K | Sell |
11,861
-1,450
| -11% | -$60.1K | 0.02% | 558 |
|
|
2018
Q1 | $532K | Sell |
13,311
-10,380
| -44% | -$429K | 0.02% | 724 |
|
|
2017
Q4 | $965K | Sell |
23,691
-389
| -2% | -$14.2K | 0.03% | 560 |
|
|
2017
Q3 | $857K | Buy |
24,080
+3,352
| +16% | +$113K | 0.02% | 576 |
|
|
2017
Q2 | $699K | Sell |
20,728
-12,821
| -38% | -$443K | 0.02% | 639 |
|
|
2017
Q1 | $1.25M | Sell |
33,549
-7,701
| -19% | -$293K | 0.04% | 456 |
|
|
2016
Q4 | $1.55M | Sell |
41,250
-1,046
| -2% | -$34.9K | 0.04% | 361 |
|
|
2016
Q3 | $1.28M | Buy |
42,296
+112
| +0.3% | +$3.43K | 0.05% | 316 |
|
|
2016
Q2 | $1.3M | Buy |
42,184
+694
| +2% | +$23.1K | 0.06% | 294 |
|
|
2016
Q1 | $1.43M | Buy |
41,490
+5,972
| +17% | +$200K | 0.07% | 269 |
|
|
2015
Q4 | $1.28M | Sell |
35,518
-6,695
| -16% | -$249K | 0.06% | 283 |
|
|
2015
Q3 | $1.51M | Buy |
42,213
+8,875
| +27% | +$320K | 0.13% | 159 |
|
|
2015
Q2 | $1.2M | Buy |
33,338
+12,338
| +59% | +$421K | 0.06% | 285 |
|
|
2015
Q1 | $688K | Buy |
+21,000
| New | +$645K | 0.02% | 774 |
|
Other funds holding BKU
FDx Advisors's BKU Position: Q3 2023 in Review
FDx Advisors sold out of Bankunited (BKU) in Q3 2023, closing a stake of 9,617 shares — an estimated $207K sold.
FDx Advisors first reported a position in BKU in Q1 2015 and held it in 31 quarters. The position peaked at $1.55M in Q4 2016. 221 funds tracked by Wall St. Rank hold BKU as of Q3 2023.
- FDx Advisors reported no remaining Bankunited position as of Q3 2023 after selling out during the quarter.
- FDx Advisors sold 9,617 Bankunited shares in Q3 2023, an estimated $207K.
- FDx Advisors first reported a position in Bankunited in Q1 2015 and held it in 31 quarters.
- FDx Advisors's Bankunited position peaked at $1.55M in Q4 2016.
- 221 funds tracked by Wall St. Rank held Bankunited as of Q3 2023.
Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.