IC
BANX

IEQ Capital’s ArrowMark Financial BANX Stock Holding History

IEQ Capital’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,300
Closed -$204K – 611
2021
Q1 		$204K Sell
10,300
-500
-5% -$10K 0.01% 460
2020
Q4 		$208K Hold
10,800
– – 0.01% 221
2020
Q3 		$210K Hold
10,800
– – 0.01% 358
2020
Q2 		$172K Hold
10,800
– – 0.01% 301
2020
Q1 		$175K Buy
+10,800
New +$216K 0.01% 343

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $1.18B AUM 84.79% 1-Year Est. Return

IEQ Capital's BANX Position: Q2 2021 in Review

IEQ Capital sold out of ArrowMark Financial (BANX) in Q2 2021, closing a stake of 10,300 shares — an estimated $204K sold.

IEQ Capital first reported a position in BANX in Q1 2020 and held it in 5 quarters. The position peaked at $210K in Q3 2020. 32 funds tracked by Wall St. Rank hold BANX as of Q2 2021.

  • IEQ Capital reported no remaining ArrowMark Financial position as of Q2 2021 after selling out during the quarter.
  • IEQ Capital sold 10,300 ArrowMark Financial shares in Q2 2021, an estimated $204K.
  • IEQ Capital first reported a position in ArrowMark Financial in Q1 2020 and held it in 5 quarters.
  • IEQ Capital's ArrowMark Financial position peaked at $210K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2021.

Based on IEQ Capital's 13F filing for Q2 2021, filed 29 Jul 2021.