RJFSA
MCHB

Raymond James Financial Services Advisors’s Mechanics Bancorp MCHB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,120
Closed -$318K – 3384
2021
Q4 		$318K Buy
+6,120
New +$295K ﹤0.01% 2674

Other funds holding MCHB

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors's MCHB Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of Mechanics Bancorp (MCHB) in Q1 2022, closing a stake of 6,120 shares — an estimated $318K sold.

Raymond James Financial Services Advisors first reported a position in MCHB in Q4 2021 and held it in 1 quarter. The position peaked at $318K in Q4 2021. 167 funds tracked by Wall St. Rank hold MCHB as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining Mechanics Bancorp position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 6,120 Mechanics Bancorp shares in Q1 2022, an estimated $318K.
  • Raymond James Financial Services Advisors first reported a position in Mechanics Bancorp in Q4 2021 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Mechanics Bancorp position peaked at $318K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.