Fieldpoint Private Securities’s Bankunited BKU Stock Holding History

Fieldpoint Private Securities’s Portfolio BKU Stock Details BKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$8K	Sell	220 -410	-65%	-$16.2K	﹤0.01%	770
2022 Q1	$28K	Hold	630	–	–	0.01%	744
2021 Q4	$27K	Buy	630 +50	+9%	+$2.1K	0.01%	781
2021 Q3	$24K	Hold	580	–	–	0.01%	767
2021 Q2	$24K	Hold	580	–	–	0.01%	756
2021 Q1	$25K	Buy	580 +30	+5%	+$1.23K	0.01%	723
2020 Q4	$19K	Buy	+550	New	+$15.7K	﹤0.01%	702

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fieldpoint Private Securities's BKU Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Bankunited (BKU) stake by 65% in Q2 2022, selling an estimated $16.2K and leaving 220 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Fieldpoint Private Securities first reported a position in BKU in Q4 2020 and has held it in 7 quarters since. The position peaked at $28K in Q1 2022. 211 funds tracked by Wall St. Rank hold BKU as of Q2 2022.

Fieldpoint Private Securities held 220 shares of Bankunited worth $8K as of Q2 2022.
Fieldpoint Private Securities sold 410 Bankunited shares in Q2 2022, an estimated $16.2K.
Bankunited made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #770 holding.
Fieldpoint Private Securities first reported a position in Bankunited in Q4 2020 and has held it in 7 quarters since.
Fieldpoint Private Securities's Bankunited position peaked at $28K in Q1 2022.
211 funds tracked by Wall St. Rank held Bankunited as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.