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Hillsdale Investment Management’s Coastal Financial CCB Stock Holding History

Hillsdale Investment Management’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,500
Closed -$522K – 567
2023
Q1 		$522K Hold
14,500
– – 0.04% 307
2022
Q4 		$689K Buy
+14,500
New +$672K 0.06% 251

Other funds holding CCB

T. Rowe Price Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hillsdale Investment Management's CCB Position: Q2 2023 in Review

Hillsdale Investment Management sold out of Coastal Financial (CCB) in Q2 2023, closing a stake of 14,500 shares — an estimated $522K sold.

Hillsdale Investment Management first reported a position in CCB in Q4 2022 and held it in 2 quarters. The position peaked at $689K in Q4 2022. 109 funds tracked by Wall St. Rank hold CCB as of Q2 2023.

  • Hillsdale Investment Management reported no remaining Coastal Financial position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 14,500 Coastal Financial shares in Q2 2023, an estimated $522K.
  • Hillsdale Investment Management first reported a position in Coastal Financial in Q4 2022 and held it in 2 quarters.
  • Hillsdale Investment Management's Coastal Financial position peaked at $689K in Q4 2022.
  • 109 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.