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Harvest Investment Services’s Customers Bancorp CUBI Stock Holding History

Harvest Investment Services’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
2022
Q2 		– Sell
-5,966
Closed -$311K – 155
2022
Q1 		$311K Buy
+5,966
New +$363K 0.19% 149

Other funds holding CUBI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Harvest Investment Services's CUBI Position: Q2 2022 in Review

Harvest Investment Services sold out of Customers Bancorp (CUBI) in Q2 2022, closing a stake of 5,966 shares — an estimated $311K sold.

Harvest Investment Services first reported a position in CUBI in Q1 2022 and held it in 1 quarter. The position peaked at $311K in Q1 2022. 212 funds tracked by Wall St. Rank hold CUBI as of Q2 2022.

  • Harvest Investment Services reported no remaining Customers Bancorp position as of Q2 2022 after selling out during the quarter.
  • Harvest Investment Services sold 5,966 Customers Bancorp shares in Q2 2022, an estimated $311K.
  • Harvest Investment Services first reported a position in Customers Bancorp in Q1 2022 and held it in 1 quarter.
  • Harvest Investment Services's Customers Bancorp position peaked at $311K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2022.

Based on Harvest Investment Services's 13F filing for Q2 2022, filed 19 Jul 2022.