LWA
BANX

Lineweaver Wealth Advisors’s ArrowMark Financial BANX Stock Holding History

Lineweaver Wealth Advisors’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,862
Closed -$393K – 134
2021
Q3 		$393K Buy
17,862
+1,073
+6% +$23.4K 0.12% 93
2021
Q2 		$369K Buy
+16,789
New +$352K 0.12% 84

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lineweaver Wealth Advisors's BANX Position: Q4 2021 in Review

Lineweaver Wealth Advisors sold out of ArrowMark Financial (BANX) in Q4 2021, closing a stake of 17,862 shares — an estimated $393K sold.

Lineweaver Wealth Advisors first reported a position in BANX in Q2 2021 and held it in 2 quarters. The position peaked at $393K in Q3 2021. 32 funds tracked by Wall St. Rank hold BANX as of Q4 2021.

  • Lineweaver Wealth Advisors reported no remaining ArrowMark Financial position as of Q4 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 17,862 ArrowMark Financial shares in Q4 2021, an estimated $393K.
  • Lineweaver Wealth Advisors first reported a position in ArrowMark Financial in Q2 2021 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's ArrowMark Financial position peaked at $393K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.