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Financial Network Wealth Advisors’s Coastal Financial CCB Stock Holding History

Financial Network Wealth Advisors’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-175
Closed -$9.45K – 539
2024
Q3 		$9.45K Hold
175
– – 0.01% 455
2024
Q2 		$8.07K Buy
+175
New +$7.36K 0.01% 527

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Financial Network Wealth Advisors's CCB Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Coastal Financial (CCB) in Q4 2024, closing a stake of 175 shares — an estimated $9.45K sold.

Financial Network Wealth Advisors first reported a position in CCB in Q2 2024 and held it in 2 quarters. The position peaked at $9.45K in Q3 2024. 169 funds tracked by Wall St. Rank hold CCB as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Coastal Financial position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 175 Coastal Financial shares in Q4 2024, an estimated $9.45K.
  • Financial Network Wealth Advisors first reported a position in Coastal Financial in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Coastal Financial position peaked at $9.45K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.