FGAM
PPBI

Financial Gravity Asset Management’s Pacific Premier Bancorp PPBI Stock Holding History

Financial Gravity Asset Management’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 635
2019
Q4 		$33K Buy
+8
New +$261 0.02% 835

Other funds holding PPBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's PPBI Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Pacific Premier Bancorp (PPBI) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PPBI as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in PPBI in Q4 2019 and has held it in 2 quarters since. The position peaked at $33K in Q4 2019. 214 funds tracked by Wall St. Rank hold PPBI as of Q4 2020.

  • Financial Gravity Asset Management held 1 share of Pacific Premier Bancorp worth $0 as of Q4 2020.
  • Pacific Premier Bancorp was a new Financial Gravity Asset Management position in Q4 2020.
  • Pacific Premier Bancorp made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #635 holding.
  • Financial Gravity Asset Management first reported a position in Pacific Premier Bancorp in Q4 2019 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Pacific Premier Bancorp position peaked at $33K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.