FinTrust Capital Advisors’s Customers Bancorp CUBI Stock Holding History

FinTrust Capital Advisors’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 Q3	$37.9K	Hold	815	–	–	0.01%	658
2024 Q2	$39.1K	Hold	815	–	–	0.01%	608
2024 Q1	$43.2K	Hold	815	–	–	0.01%	566
2023 Q4	$47K	Hold	815	–	–	0.01%	509
2023 Q3	$28.1K	Buy	815 +46	+6%	+$1.66K	0.01%	593
2023 Q2	$21.8K	Hold	769	–	–	0.01%	633
2023 Q1	$21.8K	Hold	769	–	–	0.01%	630
2022 Q4	$21.8K	Hold	769	–	–	0.01%	628
2022 Q3	$26K	Buy	769 +38	+5%	+$1.34K	0.01%	660
2022 Q2	$28K	Buy	731 +157	+27%	+$6.38K	0.01%	646
2022 Q1	$30K	Hold	574	–	–	0.01%	660
2021 Q4	$38K	Sell	574 -154	-21%	-$8.45K	0.01%	597
2021 Q3	$31K	Hold	728	–	–	0.01%	637
2021 Q2	$28K	Hold	728	–	–	0.01%	668
2021 Q1	$23K	Buy	+728	New	+$19.2K	0.01%	675

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FinTrust Capital Advisors's CUBI Position: Q3 2024 in Review

FinTrust Capital Advisors held its Customers Bancorp (CUBI) position steady in Q3 2024 at 815 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #658.

FinTrust Capital Advisors first reported a position in CUBI in Q1 2021 and has held it in 15 quarters since. The position peaked at $47K in Q4 2023. 240 funds tracked by Wall St. Rank hold CUBI as of Q3 2024.

FinTrust Capital Advisors held 815 shares of Customers Bancorp worth $37.9K as of Q3 2024.
FinTrust Capital Advisors left its Customers Bancorp share count unchanged in Q3 2024.
Customers Bancorp made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #658 holding.
FinTrust Capital Advisors first reported a position in Customers Bancorp in Q1 2021 and has held it in 15 quarters since.
FinTrust Capital Advisors's Customers Bancorp position peaked at $47K in Q4 2023.
240 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.