MCM
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Manchester Capital Management’s Coastal Financial CCB Stock Holding History

Manchester Capital Management’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-246
Closed -$8.86K – 981
2023
Q1 		$8.86K Hold
246
– – ﹤0.01% 558
2022
Q4 		$11.7K Buy
+246
New +$11.4K ﹤0.01% 450

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Vanguard Group
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manchester Capital Management's CCB Position: Q2 2023 in Review

Manchester Capital Management sold out of Coastal Financial (CCB) in Q2 2023, closing a stake of 246 shares — an estimated $8.86K sold.

Manchester Capital Management first reported a position in CCB in Q4 2022 and held it in 2 quarters. The position peaked at $11.7K in Q4 2022. 109 funds tracked by Wall St. Rank hold CCB as of Q2 2023.

  • Manchester Capital Management reported no remaining Coastal Financial position as of Q2 2023 after selling out during the quarter.
  • Manchester Capital Management sold 246 Coastal Financial shares in Q2 2023, an estimated $8.86K.
  • Manchester Capital Management first reported a position in Coastal Financial in Q4 2022 and held it in 2 quarters.
  • Manchester Capital Management's Coastal Financial position peaked at $11.7K in Q4 2022.
  • 109 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2023.

Based on Manchester Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.