MSWM
MCHB

McGlone Suttner Wealth Management’s Mechanics Bancorp MCHB Stock Holding History

McGlone Suttner Wealth Management’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,233
Closed -$23K – 454
2023
Q4 		$23K Buy
+2,233
New +$15.4K ﹤0.01% 406

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McGlone Suttner Wealth Management's MCHB Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Mechanics Bancorp (MCHB) in Q1 2024, closing a stake of 2,233 shares — an estimated $23K sold.

McGlone Suttner Wealth Management first reported a position in MCHB in Q4 2023 and held it in 1 quarter. The position peaked at $23K in Q4 2023. 97 funds tracked by Wall St. Rank hold MCHB as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Mechanics Bancorp position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,233 Mechanics Bancorp shares in Q1 2024, an estimated $23K.
  • McGlone Suttner Wealth Management first reported a position in Mechanics Bancorp in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Mechanics Bancorp position peaked at $23K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.