Focus Partners Wealth
CATC

Focus Partners Wealth’s CAMBRIDGE BANCORP CATC Stock Holding History

Focus Partners Wealth’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28,490
Closed -$2.03M – 1736
2024
Q2 		$2.03M Buy
28,490
+14,245
+100% +$927K 0.01% 651
2024
Q1 		$971K Buy
+14,245
New +$945K 0.01% 605

Focus Partners Wealth's CATC Position: Q3 2024 in Review

Focus Partners Wealth sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 28,490 shares — an estimated $2.03M sold.

Focus Partners Wealth first reported a position in CATC in Q1 2024 and held it in 2 quarters. The position peaked at $2.03M in Q2 2024. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

  • Focus Partners Wealth reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 28,490 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $2.03M.
  • Focus Partners Wealth first reported a position in CAMBRIDGE BANCORP in Q1 2024 and held it in 2 quarters.
  • Focus Partners Wealth's CAMBRIDGE BANCORP position peaked at $2.03M in Q2 2024.
  • 0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Focus Partners Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.