HPWA
MCHB

Hall Private Wealth Advisors’s Mechanics Bancorp MCHB Stock Holding History

Hall Private Wealth Advisors’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$371K Buy
+11,000
New +$353K 0.31% 36

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Hall Private Wealth Advisors's MCHB Position: Q4 2020 in Review

Hall Private Wealth Advisors opened a new position in Mechanics Bancorp (MCHB) in Q4 2020: 11,000 shares worth $371K. The stake represents 0.31% of the portfolio and ranks #36 among its holdings.

150 funds tracked by Wall St. Rank hold MCHB as of Q4 2020.

  • Hall Private Wealth Advisors held 11,000 shares of Mechanics Bancorp worth $371K as of Q4 2020.
  • Mechanics Bancorp was a new Hall Private Wealth Advisors position in Q4 2020.
  • Mechanics Bancorp made up 0.31% of Hall Private Wealth Advisors's portfolio in Q4 2020, its #36 holding.
  • 150 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2020.

Based on Hall Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Mar 2021.