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Navellier & Associates’s Amerant Bancorp AMTB Stock Holding History

Navellier & Associates’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,045
Closed -$484K – 274
2022
Q4 		$484K Sell
18,045
-1,899
-10% -$53.3K 0.1% 167
2022
Q3 		$495K Sell
19,944
-556
-3% -$15.1K 0.11% 161
2022
Q2 		$576K Sell
20,500
-701
-3% -$19.9K 0.12% 161
2022
Q1 		$670K Buy
+21,201
New +$702K 0.11% 158

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Navellier & Associates's AMTB Position: Q1 2023 in Review

Navellier & Associates sold out of Amerant Bancorp (AMTB) in Q1 2023, closing a stake of 18,045 shares — an estimated $484K sold.

Navellier & Associates first reported a position in AMTB in Q1 2022 and held it in 4 quarters. The position peaked at $670K in Q1 2022. 89 funds tracked by Wall St. Rank hold AMTB as of Q1 2023.

  • Navellier & Associates reported no remaining Amerant Bancorp position as of Q1 2023 after selling out during the quarter.
  • Navellier & Associates sold 18,045 Amerant Bancorp shares in Q1 2023, an estimated $484K.
  • Navellier & Associates first reported a position in Amerant Bancorp in Q1 2022 and held it in 4 quarters.
  • Navellier & Associates's Amerant Bancorp position peaked at $670K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2023.

Based on Navellier & Associates's 13F filing for Q1 2023, filed 12 May 2023.