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MBM Wealth Consultants’s Castle Biosciences CSTL Stock Holding History

MBM Wealth Consultants’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-48
Closed -$1K – 294
2022
Q4 		$1K Buy
+48
New +$1.11K ﹤0.01% 324

Other funds holding CSTL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

MBM Wealth Consultants sold out of Castle Biosciences (CSTL) in Q1 2023, closing a stake of 48 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in CSTL in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 148 funds tracked by Wall St. Rank hold CSTL as of Q1 2023.

  • MBM Wealth Consultants reported no remaining Castle Biosciences position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 48 Castle Biosciences shares in Q1 2023, an estimated $1K.
  • MBM Wealth Consultants first reported a position in Castle Biosciences in Q4 2022 and held it in 1 quarter.
  • MBM Wealth Consultants's Castle Biosciences position peaked at $1K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2023.

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