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Moss Adams Wealth Advisors’s Coastal Financial CCB Stock Holding History

Moss Adams Wealth Advisors’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
2024
Q4 		– Sell
-18,888
Closed -$1.02M – 209
2024
Q3 		$1.02M Buy
+18,888
New +$947K 0.11% 57

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Moss Adams Wealth Advisors's CCB Position: Q4 2024 in Review

Moss Adams Wealth Advisors sold out of Coastal Financial (CCB) in Q4 2024, closing a stake of 18,888 shares — an estimated $1.02M sold.

Moss Adams Wealth Advisors first reported a position in CCB in Q3 2024 and held it in 1 quarter. The position peaked at $1.02M in Q3 2024. 169 funds tracked by Wall St. Rank hold CCB as of Q4 2024.

  • Moss Adams Wealth Advisors reported no remaining Coastal Financial position as of Q4 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 18,888 Coastal Financial shares in Q4 2024, an estimated $1.02M.
  • Moss Adams Wealth Advisors first reported a position in Coastal Financial in Q3 2024 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Coastal Financial position peaked at $1.02M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.