O'Brien Wealth Partners’s CAMBRIDGE BANCORP CATC Stock Holding History

O'Brien Wealth Partners’s Portfolio CATC Stock Details CATC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,289	Closed	-$206K	–	57
2021 Q4	$206K	Buy	+2,289	New	+$209K	0.07%	39
2020 Q1	–	Sell	-3,204	Closed	-$244K	–	47
2019 Q4	$244K	Hold	3,204	–	–	0.17%	37
2019 Q3	$240K	Hold	3,204	–	–	0.19%	33
2019 Q2	$261K	Hold	3,204	–	–	0.19%	30
2019 Q1	$265K	Hold	3,204	–	–	0.19%	31
2018 Q4	$241K	Hold	3,204	–	–	0.17%	33
2018 Q3	$288K	Buy	+3,204	New	+$288K	0.19%	28
2018 Q2	–	Sell	-3,204	Closed	-$280K	–	182
2018 Q1	$280K	Hold	3,204	–	–	0.19%	25
2017 Q4	$258K	Buy	+3,204	New	+$242K	0.16%	28

Other funds holding CATC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Brien Wealth Partners's CATC Position: Q1 2022 in Review

O'Brien Wealth Partners sold out of CAMBRIDGE BANCORP (CATC) in Q1 2022, closing a stake of 2,289 shares — an estimated $206K sold.

O'Brien Wealth Partners first reported a position in CATC in Q4 2017 and held it in 9 quarters. The position peaked at $288K in Q3 2018. 107 funds tracked by Wall St. Rank hold CATC as of Q1 2022.

O'Brien Wealth Partners reported no remaining CAMBRIDGE BANCORP position as of Q1 2022 after selling out during the quarter.
O'Brien Wealth Partners sold 2,289 CAMBRIDGE BANCORP shares in Q1 2022, an estimated $206K.
O'Brien Wealth Partners first reported a position in CAMBRIDGE BANCORP in Q4 2017 and held it in 9 quarters.
O'Brien Wealth Partners's CAMBRIDGE BANCORP position peaked at $288K in Q3 2018.
107 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q1 2022.

Based on O'Brien Wealth Partners's 13F filing for Q1 2022, filed 10 May 2022.