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Financial Gravity Asset Management’s Banc of California BANC Stock Holding History

Financial Gravity Asset Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16
Closed -$227 – 1170
2022
Q4 		$227 Buy
+16
New +$261 ﹤0.01% 916

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Asset Management's BANC Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Banc of California (BANC) in Q1 2023, closing a stake of 16 shares — an estimated $227 sold.

Financial Gravity Asset Management first reported a position in BANC in Q4 2022 and held it in 1 quarter. The position peaked at $227 in Q4 2022. 181 funds tracked by Wall St. Rank hold BANC as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Banc of California position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 16 Banc of California shares in Q1 2023, an estimated $227.
  • Financial Gravity Asset Management first reported a position in Banc of California in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Banc of California position peaked at $227 in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Banc of California as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.