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Harbor Investment Advisory’s Customers Bancorp CUBI Stock Holding History

Harbor Investment Advisory’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-38
Closed -$2.02K – 1342
2024
Q1 		$2.02K Buy
+38
New +$2K ﹤0.01% 1109

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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

Harbor Investment Advisory's CUBI Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Customers Bancorp (CUBI) in Q2 2024, closing a stake of 38 shares — an estimated $2.02K sold.

Harbor Investment Advisory first reported a position in CUBI in Q1 2024 and held it in 1 quarter. The position peaked at $2.02K in Q1 2024. 224 funds tracked by Wall St. Rank hold CUBI as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Customers Bancorp position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 38 Customers Bancorp shares in Q2 2024, an estimated $2.02K.
  • Harbor Investment Advisory first reported a position in Customers Bancorp in Q1 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's Customers Bancorp position peaked at $2.02K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.