Financial Gravity Asset Management’s Customers Bancorp CUBI Stock Holding History

Financial Gravity Asset Management’s Portfolio CUBI Stock Details CUBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-39	Closed	-$2.24K	–	1220
2023 Q4	$2.24K	Buy	+39	New	+$1.69K	﹤0.01%	704
2021 Q3	$43K	Sell	327 -3	-0.9%	-$117	0.02%	620
2021 Q2	$39K	Buy	+330	New	+$11.9K	0.01%	647
2020 Q4	$7K	Buy	+392	New	+$6.22K	0.01%	204
2019 Q4	$24K	Sell	3,757 -1,526	-29%	-$35K	0.02%	949
2019 Q3	$110K	Sell	5,283 -19	-0.4%	-$377	0.09%	192
2019 Q2	$111K	Sell	5,302 -1,355	-20%	-$28.3K	0.09%	219
2019 Q1	$125K	Buy	+6,657	New	+$133K	0.1%	184
2018 Q3	$135K	Buy	6,333 +584	+10%	+$15.1K	0.14%	164
2018 Q2	$144K	Buy	+5,749	New	+$172K	0.14%	165

Other funds holding CUBI

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Gravity Asset Management's CUBI Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Customers Bancorp (CUBI) in Q1 2024, closing a stake of 39 shares — an estimated $2.24K sold.

Financial Gravity Asset Management first reported a position in CUBI in Q2 2018 and held it in 10 quarters. The position peaked at $144K in Q2 2018. 241 funds tracked by Wall St. Rank hold CUBI as of Q1 2024.

Financial Gravity Asset Management reported no remaining Customers Bancorp position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 39 Customers Bancorp shares in Q1 2024, an estimated $2.24K.
Financial Gravity Asset Management first reported a position in Customers Bancorp in Q2 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Customers Bancorp position peaked at $144K in Q2 2018.
241 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.