LP
BANX

LMR Partners’s ArrowMark Financial BANX Stock Holding History

LMR Partners’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
Q1 		– Sell
-11,376
Closed -$219K – 958
2020
Q4 		$219K Sell
11,376
-1,625
-12% -$31.6K ﹤0.01% 419
2020
Q3 		$252K Hold
13,001
– – 0.01% 326
2020
Q2 		$207K Buy
+13,001
New +$214K 0.01% 484

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $1.18B AUM 84.79% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

LMR Partners's BANX Position: Q1 2021 in Review

LMR Partners sold out of ArrowMark Financial (BANX) in Q1 2021, closing a stake of 11,376 shares — an estimated $219K sold.

LMR Partners first reported a position in BANX in Q2 2020 and held it in 3 quarters. The position peaked at $252K in Q3 2020. 30 funds tracked by Wall St. Rank hold BANX as of Q1 2021.

  • LMR Partners reported no remaining ArrowMark Financial position as of Q1 2021 after selling out during the quarter.
  • LMR Partners sold 11,376 ArrowMark Financial shares in Q1 2021, an estimated $219K.
  • LMR Partners first reported a position in ArrowMark Financial in Q2 2020 and held it in 3 quarters.
  • LMR Partners's ArrowMark Financial position peaked at $252K in Q3 2020.
  • 30 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2021.

Based on LMR Partners's 13F filing for Q1 2021, filed 17 May 2021.