Harvest Group Wealth Management’s Customers Bancorp CUBI Stock Holding History

Harvest Group Wealth Management’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
2020 Q1	–	Sell	-82	Closed	-$1K	–	597
2019 Q4	$1K	Hold	82	–	–	﹤0.01%	746
2019 Q3	$2K	Hold	82	–	–	﹤0.01%	669
2019 Q2	$1K	Hold	82	–	–	﹤0.01%	691
2019 Q1	$2K	Buy	+82	New	+$1.64K	﹤0.01%	597

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Harvest Group Wealth Management's CUBI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Customers Bancorp (CUBI) in Q1 2020, closing a stake of 82 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CUBI in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 143 funds tracked by Wall St. Rank hold CUBI as of Q1 2020.

Harvest Group Wealth Management reported no remaining Customers Bancorp position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 82 Customers Bancorp shares in Q1 2020, an estimated $1K.
Harvest Group Wealth Management first reported a position in Customers Bancorp in Q1 2019 and held it in 4 quarters.
Harvest Group Wealth Management's Customers Bancorp position peaked at $2K in Q3 2019.
143 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.