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Laurel Wealth Advisors (North Carolina)’s Capital City Bank Group CCBG Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-176
Closed -$4K – 674
2021
Q3 		$4K Buy
+176
New +$4.19K ﹤0.01% 503

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HA
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Ameriprise
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State Street
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Truist Financial
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Geode Capital Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CCBG Position: Q4 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Capital City Bank Group (CCBG) in Q4 2021, closing a stake of 176 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CCBG in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 76 funds tracked by Wall St. Rank hold CCBG as of Q4 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Capital City Bank Group position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 176 Capital City Bank Group shares in Q4 2021, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Capital City Bank Group in Q3 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Capital City Bank Group position peaked at $4K in Q3 2021.
  • 76 funds tracked by Wall St. Rank held Capital City Bank Group as of Q4 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2021, filed 1 Feb 2022.