Modera Wealth Management’s Bryn Mawr Bank Corp BMTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-108,125
Closed -$4.87M 617
2021
Q4
$4.87M Hold
108,125
0.19% 64
2021
Q3
$4.97M Buy
108,125
+1,820
+2% +$73.5K 0.26% 45
2021
Q2
$4.49M Hold
106,305
0.24% 47
2021
Q1
$4.84M Buy
106,305
+46,952
+79% +$1.79M 0.31% 40
2020
Q4
$1.82M Buy
+59,353
New +$1.73M 0.14% 62

Modera Wealth Management's BMTC Position: Q1 2022 in Review

Modera Wealth Management sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2022, closing a stake of 108,125 shares — an estimated $4.87M sold.

Modera Wealth Management first reported a position in BMTC in Q4 2020 and held it in 5 quarters. The position peaked at $4.97M in Q3 2021. 0 funds tracked by Wall St. Rank hold BMTC as of Q1 2022.

  • Modera Wealth Management reported no remaining Bryn Mawr Bank Corp position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 108,125 Bryn Mawr Bank Corp shares in Q1 2022, an estimated $4.87M.
  • Modera Wealth Management first reported a position in Bryn Mawr Bank Corp in Q4 2020 and held it in 5 quarters.
  • Modera Wealth Management's Bryn Mawr Bank Corp position peaked at $4.97M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.