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Professional Financial Advisors’s Customers Bancorp CUBI Stock Holding History

Professional Financial Advisors’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
2021
Q2 		– Sell
-12,268
Closed -$390K – 407
2021
Q1 		$390K Buy
+12,268
New +$323K 0.24% 58

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Professional Financial Advisors's CUBI Position: Q2 2021 in Review

Professional Financial Advisors sold out of Customers Bancorp (CUBI) in Q2 2021, closing a stake of 12,268 shares — an estimated $390K sold.

Professional Financial Advisors first reported a position in CUBI in Q1 2021 and held it in 1 quarter. The position peaked at $390K in Q1 2021. 195 funds tracked by Wall St. Rank hold CUBI as of Q2 2021.

  • Professional Financial Advisors reported no remaining Customers Bancorp position as of Q2 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 12,268 Customers Bancorp shares in Q2 2021, an estimated $390K.
  • Professional Financial Advisors first reported a position in Customers Bancorp in Q1 2021 and held it in 1 quarter.
  • Professional Financial Advisors's Customers Bancorp position peaked at $390K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2021.

Based on Professional Financial Advisors's 13F filing for Q2 2021, filed 20 Jul 2021.