FPS
MCHB

Fieldpoint Private Securities’s Mechanics Bancorp MCHB Stock Holding History

Fieldpoint Private Securities’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-290
Closed -$14K – 1586
2022
Q1 		$14K Hold
290
– – ﹤0.01% 973
2021
Q4 		$15K Hold
290
– – ﹤0.01% 959
2021
Q3 		$12K Hold
290
– – ﹤0.01% 988
2021
Q2 		$12K Hold
290
– – ﹤0.01% 960
2021
Q1 		$13K Hold
290
– – ﹤0.01% 918
2020
Q4 		$10K Buy
+290
New +$9.32K ﹤0.01% 911

Other funds holding MCHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fieldpoint Private Securities sold out of Mechanics Bancorp (MCHB) in Q2 2022, closing a stake of 290 shares — an estimated $14K sold.

Fieldpoint Private Securities first reported a position in MCHB in Q4 2020 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 170 funds tracked by Wall St. Rank hold MCHB as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining Mechanics Bancorp position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 290 Mechanics Bancorp shares in Q2 2022, an estimated $14K.
  • Fieldpoint Private Securities first reported a position in Mechanics Bancorp in Q4 2020 and held it in 6 quarters.
  • Fieldpoint Private Securities's Mechanics Bancorp position peaked at $15K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2022.

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