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Financial Management Professionals’s Capital Bancorp CBNK Stock Holding History

Financial Management Professionals’s Portfolio CBNK Stock Details CBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,073
Closed -$25K – 1010
2022
Q4 		$25K Hold
1,073
– – 0.01% 336
2022
Q3 		$25K Buy
+1,073
New +$25.7K 0.01% 309
2022
Q1 		– Sell
-537
Closed -$14K – 1025
2021
Q4 		$14K Buy
+537
New +$14K ﹤0.01% 411

Other funds holding CBNK

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Management Professionals's CBNK Position: Q1 2023 in Review

Financial Management Professionals sold out of Capital Bancorp (CBNK) in Q1 2023, closing a stake of 1,073 shares — an estimated $25K sold.

Financial Management Professionals first reported a position in CBNK in Q4 2021 and held it in 3 quarters. The position peaked at $25K in Q4 2022. 65 funds tracked by Wall St. Rank hold CBNK as of Q1 2023.

  • Financial Management Professionals reported no remaining Capital Bancorp position as of Q1 2023 after selling out during the quarter.
  • Financial Management Professionals sold 1,073 Capital Bancorp shares in Q1 2023, an estimated $25K.
  • Financial Management Professionals first reported a position in Capital Bancorp in Q4 2021 and held it in 3 quarters.
  • Financial Management Professionals's Capital Bancorp position peaked at $25K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Capital Bancorp as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.