Lido Advisors
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Lido Advisors’s Banc of California BANC Stock Holding History

Lido Advisors’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
2024
Q2 		– Sell
-23,396
Closed -$358K – 1422
2024
Q1 		$358K Sell
23,396
-54,956
-70% -$764K ﹤0.01% 1010
2023
Q4 		$1.06M Buy
+78,352
New +$968K 0.01% 594

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State Street
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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Lido Advisors's BANC Position: Q2 2024 in Review

Lido Advisors sold out of Banc of California (BANC) in Q2 2024, closing a stake of 23,396 shares — an estimated $358K sold.

Lido Advisors first reported a position in BANC in Q4 2023 and held it in 2 quarters. The position peaked at $1.06M in Q4 2023. 261 funds tracked by Wall St. Rank hold BANC as of Q2 2024.

  • Lido Advisors reported no remaining Banc of California position as of Q2 2024 after selling out during the quarter.
  • Lido Advisors sold 23,396 Banc of California shares in Q2 2024, an estimated $358K.
  • Lido Advisors first reported a position in Banc of California in Q4 2023 and held it in 2 quarters.
  • Lido Advisors's Banc of California position peaked at $1.06M in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Banc of California as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.