Kovitz Investment Group Partners
TBBK icon

Kovitz Investment Group Partners’s The Bancorp TBBK Stock Holding History

Kovitz Investment Group Partners’s Portfolio TBBK Stock Details TBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,551
Closed -$247K – 1101
2024
Q2 		$247K Buy
+6,551
New +$216K ﹤0.01% 766

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Kovitz Investment Group Partners's TBBK Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of The Bancorp (TBBK) in Q3 2024, closing a stake of 6,551 shares — an estimated $247K sold.

Kovitz Investment Group Partners first reported a position in TBBK in Q2 2024 and held it in 1 quarter. The position peaked at $247K in Q2 2024. 260 funds tracked by Wall St. Rank hold TBBK as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining The Bancorp position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,551 The Bancorp shares in Q3 2024, an estimated $247K.
  • Kovitz Investment Group Partners first reported a position in The Bancorp in Q2 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's The Bancorp position peaked at $247K in Q2 2024.
  • 260 funds tracked by Wall St. Rank held The Bancorp as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.