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Precision Wealth Strategies’s Customers Bancorp CUBI Stock Holding History

Precision Wealth Strategies’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,065
Closed -$339K – 112
2024
Q2 		$339K Buy
+7,065
New +$333K 0.35% 77

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Precision Wealth Strategies's CUBI Position: Q3 2024 in Review

Precision Wealth Strategies sold out of Customers Bancorp (CUBI) in Q3 2024, closing a stake of 7,065 shares — an estimated $339K sold.

Precision Wealth Strategies first reported a position in CUBI in Q2 2024 and held it in 1 quarter. The position peaked at $339K in Q2 2024. 240 funds tracked by Wall St. Rank hold CUBI as of Q3 2024.

  • Precision Wealth Strategies reported no remaining Customers Bancorp position as of Q3 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 7,065 Customers Bancorp shares in Q3 2024, an estimated $339K.
  • Precision Wealth Strategies first reported a position in Customers Bancorp in Q2 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Customers Bancorp position peaked at $339K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2024.

Based on Precision Wealth Strategies's 13F filing for Q3 2024, filed 21 Oct 2024.