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Financial Gravity Asset Management’s Bankunited BKU Stock Holding History

Financial Gravity Asset Management’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
2023
Q1 		– Sell
-34
Closed -$131 – 1188
2022
Q4 		$131 Buy
+34
New +$1.2K ﹤0.01% 1065
2021
Q1 		– Sell
-1
Closed – – 776
2020
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 496

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of Bankunited (BKU) in Q1 2023, closing a stake of 34 shares — an estimated $131 sold.

Financial Gravity Asset Management first reported a position in BKU in Q4 2020 and held it in 2 quarters. The position peaked at $131 in Q4 2022. 206 funds tracked by Wall St. Rank hold BKU as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Bankunited position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 34 Bankunited shares in Q1 2023, an estimated $131.
  • Financial Gravity Asset Management first reported a position in Bankunited in Q4 2020 and held it in 2 quarters.
  • Financial Gravity Asset Management's Bankunited position peaked at $131 in Q4 2022.
  • 206 funds tracked by Wall St. Rank held Bankunited as of Q1 2023.

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