Plante Moran Financial Advisors’s CAMBRIDGE BANCORP CATC Stock Holding History

Plante Moran Financial Advisors’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
2024 Q3	–	Sell	-3,165	Closed	-$218K	–	933
2024 Q2	$218K	Hold	3,165	–	–	0.02%	165
2024 Q1	$216K	Hold	3,165	–	–	0.02%	165
2023 Q4	$220K	Sell	3,165 -715	-18%	-$43.7K	0.02%	157
2023 Q3	$242K	Hold	3,880	–	–	0.03%	131
2023 Q2	$211K	Buy	+3,880	New	+$216K	0.02%	144

Plante Moran Financial Advisors's CATC Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 3,165 shares — an estimated $218K sold.

Plante Moran Financial Advisors first reported a position in CATC in Q2 2023 and held it in 5 quarters. The position peaked at $242K in Q3 2023. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

Plante Moran Financial Advisors reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 3,165 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $218K.
Plante Moran Financial Advisors first reported a position in CAMBRIDGE BANCORP in Q2 2023 and held it in 5 quarters.
Plante Moran Financial Advisors's CAMBRIDGE BANCORP position peaked at $242K in Q3 2023.
0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.