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FirstPurpose Wealth’s Coastal Financial CCB Stock Holding History

FirstPurpose Wealth’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
2022
Q2 		– Sell
-4,598
Closed -$210K – 143
2022
Q1 		$210K Buy
+4,598
New +$224K 0.16% 126

Other funds holding CCB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FirstPurpose Wealth's CCB Position: Q2 2022 in Review

FirstPurpose Wealth sold out of Coastal Financial (CCB) in Q2 2022, closing a stake of 4,598 shares — an estimated $210K sold.

FirstPurpose Wealth first reported a position in CCB in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 104 funds tracked by Wall St. Rank hold CCB as of Q2 2022.

  • FirstPurpose Wealth reported no remaining Coastal Financial position as of Q2 2022 after selling out during the quarter.
  • FirstPurpose Wealth sold 4,598 Coastal Financial shares in Q2 2022, an estimated $210K.
  • FirstPurpose Wealth first reported a position in Coastal Financial in Q1 2022 and held it in 1 quarter.
  • FirstPurpose Wealth's Coastal Financial position peaked at $210K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2022.

Based on FirstPurpose Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.