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Jaffetilchin Investment Partners’s Customers Bancorp CUBI Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-23
Closed -$1.07K – 566
2024
Q3 		$1.07K Buy
+23
New +$1.2K ﹤0.01% 1241

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's CUBI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 23 shares — an estimated $1.07K sold.

Jaffetilchin Investment Partners first reported a position in CUBI in Q3 2024 and held it in 1 quarter. The position peaked at $1.07K in Q3 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 23 Customers Bancorp shares in Q4 2024, an estimated $1.07K.
  • Jaffetilchin Investment Partners first reported a position in Customers Bancorp in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Customers Bancorp position peaked at $1.07K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.