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Jeppson Wealth Management’s Banc of California BANC Stock Holding History

Jeppson Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,262
Closed -$13K – 158
2020
Q3 		$13K Buy
+1,262
New +$13.6K 0.01% 366

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Jeppson Wealth Management's BANC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Banc of California (BANC) in Q4 2020, closing a stake of 1,262 shares — an estimated $13K sold.

Jeppson Wealth Management first reported a position in BANC in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 133 funds tracked by Wall St. Rank hold BANC as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Banc of California position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,262 Banc of California shares in Q4 2020, an estimated $13K.
  • Jeppson Wealth Management first reported a position in Banc of California in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Banc of California position peaked at $13K in Q3 2020.
  • 133 funds tracked by Wall St. Rank held Banc of California as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.