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MBM Wealth Consultants’s Coastal Financial CCB Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-230
Closed -$11K – 287
2022
Q4 		$11K Buy
+230
New +$10.7K 0.01% 225

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

MBM Wealth Consultants's CCB Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Coastal Financial (CCB) in Q1 2023, closing a stake of 230 shares — an estimated $11K sold.

MBM Wealth Consultants first reported a position in CCB in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 124 funds tracked by Wall St. Rank hold CCB as of Q1 2023.

  • MBM Wealth Consultants reported no remaining Coastal Financial position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 230 Coastal Financial shares in Q1 2023, an estimated $11K.
  • MBM Wealth Consultants first reported a position in Coastal Financial in Q4 2022 and held it in 1 quarter.
  • MBM Wealth Consultants's Coastal Financial position peaked at $11K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.