Patriot Financial Group Insurance Agency’s Central Pacific Financial CPF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CPF Stock Details CPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-311	Closed	-$9K	–	2038
2022 Q1	$9K	Buy	311 +2	+0.6%	+$58	﹤0.01%	1389
2021 Q4	$9K	Buy	309 +3	+1%	+$82	﹤0.01%	1515
2021 Q3	$8K	Buy	306 +3	+1%	+$75	﹤0.01%	1543
2021 Q2	$8K	Buy	303 +3	+1%	+$82	﹤0.01%	1505
2021 Q1	$8K	Buy	+300	New	+$6.85K	﹤0.01%	1415
2020 Q4	–	Sell	-3	Closed	–	–	1867
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1692
2020 Q2	$0	Hold	3	–	–	﹤0.01%	1674
2020 Q1	$0	Hold	3	–	–	﹤0.01%	1584
2019 Q4	$0	Buy	+3	New	+$88	﹤0.01%	1330

Other funds holding CPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CPF Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Central Pacific Financial (CPF) in Q2 2022, closing a stake of 311 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in CPF in Q4 2019 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 155 funds tracked by Wall St. Rank hold CPF as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Central Pacific Financial position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 311 Central Pacific Financial shares in Q2 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Central Pacific Financial in Q4 2019 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Central Pacific Financial position peaked at $9K in Q1 2022.
155 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.