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Garrett Wealth Advisory Group’s Bankunited BKU Stock Holding History

Garrett Wealth Advisory Group’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-34
Closed -$1.14K – 124
2019
Q3 		$1.14K Buy
+34
New +$1.11K ﹤0.01% 687

Other funds holding BKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Garrett Wealth Advisory Group's BKU Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Bankunited (BKU) in Q4 2019, closing a stake of 34 shares — an estimated $1.14K sold.

Garrett Wealth Advisory Group first reported a position in BKU in Q3 2019 and held it in 1 quarter. The position peaked at $1.14K in Q3 2019. 232 funds tracked by Wall St. Rank hold BKU as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Bankunited position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 34 Bankunited shares in Q4 2019, an estimated $1.14K.
  • Garrett Wealth Advisory Group first reported a position in Bankunited in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Bankunited position peaked at $1.14K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Bankunited as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.