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Opal Wealth Advisors’s Coastal Financial CCB Stock Holding History

Opal 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
Q3 		– Sell
-499
Closed -$23K – 347
2024
Q2 		$23K Buy
+499
New +$21K 0.01% 476

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ECA
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Vanguard Group
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Dimensional Fund Advisors
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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

Opal Wealth Advisors's CCB Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Coastal Financial (CCB) in Q3 2024, closing a stake of 499 shares — an estimated $23K sold.

Opal Wealth Advisors first reported a position in CCB in Q2 2024 and held it in 1 quarter. The position peaked at $23K in Q2 2024. 146 funds tracked by Wall St. Rank hold CCB as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Coastal Financial position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 499 Coastal Financial shares in Q3 2024, an estimated $23K.
  • Opal Wealth Advisors first reported a position in Coastal Financial in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Coastal Financial position peaked at $23K in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.