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International Assets Investment Management’s Coastal Financial CCB Stock Holding History

International Assets 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
2021
Q2 		– Sell
-2,408
Closed -$51K – 709
2021
Q1 		$51K Hold
2,408
– – ﹤0.01% 949
2020
Q4 		$51K Buy
+2,408
New +$43K 0.01% 834

Other funds holding CCB

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

International Assets Investment Management's CCB Position: Q2 2021 in Review

International Assets Investment Management sold out of Coastal Financial (CCB) in Q2 2021, closing a stake of 2,408 shares — an estimated $51K sold.

International Assets Investment Management first reported a position in CCB in Q4 2020 and held it in 2 quarters. The position peaked at $51K in Q1 2021. 69 funds tracked by Wall St. Rank hold CCB as of Q2 2021.

  • International Assets Investment Management reported no remaining Coastal Financial position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 2,408 Coastal Financial shares in Q2 2021, an estimated $51K.
  • International Assets Investment Management first reported a position in Coastal Financial in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's Coastal Financial position peaked at $51K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.