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Guardian Wealth Management (Illinois)’s Metropolitan Bank Holding Corp MCB Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-400
Closed -$28K – 235
2022
Q2 		$28K Hold
400
– – 0.03% 132
2022
Q1 		$41K Hold
400
– – 0.04% 127
2021
Q4 		$43K Buy
+400
New +$38K 0.04% 126

Other funds holding MCB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s MCB Position: Q3 2022 in Review

Guardian Wealth Management (Illinois) sold out of Metropolitan Bank Holding Corp (MCB) in Q3 2022, closing a stake of 400 shares — an estimated $28K sold.

Guardian Wealth Management (Illinois) first reported a position in MCB in Q4 2021 and held it in 3 quarters. The position peaked at $43K in Q4 2021. 145 funds tracked by Wall St. Rank hold MCB as of Q3 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Metropolitan Bank Holding Corp position as of Q3 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 400 Metropolitan Bank Holding Corp shares in Q3 2022, an estimated $28K.
  • Guardian Wealth Management (Illinois) first reported a position in Metropolitan Bank Holding Corp in Q4 2021 and held it in 3 quarters.
  • Guardian Wealth Management (Illinois)'s Metropolitan Bank Holding Corp position peaked at $43K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q3 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2022, filed 14 Nov 2022.