Modera Wealth Management’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Modera Wealth Management’s Portfolio CSFL Stock Details CSFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,579	Closed	-$182K	–	158
2020 Q1	$182K	Hold	10,579	–	–	0.04%	143
2019 Q4	$264K	Hold	10,579	–	–	0.04%	121
2019 Q3	$254K	Hold	10,579	–	–	0.04%	119
2019 Q2	$244K	Buy	+10,579	New	+$248K	0.04%	122

Other funds holding CSFL

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Modera Wealth Management's CSFL Position: Q2 2020 in Review

Modera Wealth Management sold out of CenterState Bank Corporation Common Stock (CSFL) in Q2 2020, closing a stake of 10,579 shares — an estimated $182K sold.

Modera Wealth Management first reported a position in CSFL in Q2 2019 and held it in 4 quarters. The position peaked at $264K in Q4 2019. 2 funds tracked by Wall St. Rank hold CSFL as of Q2 2020.

Modera Wealth Management reported no remaining CenterState Bank Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
Modera Wealth Management sold 10,579 CenterState Bank Corporation Common Stock shares in Q2 2020, an estimated $182K.
Modera Wealth Management first reported a position in CenterState Bank Corporation Common Stock in Q2 2019 and held it in 4 quarters.
Modera Wealth Management's CenterState Bank Corporation Common Stock position peaked at $264K in Q4 2019.
2 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q2 2020.

Based on Modera Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.