RWM
MCHB

RBA Wealth Management’s Mechanics Bancorp MCHB Stock Holding History

RBA Wealth Management’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
2021
Q2 		– Sell
-286
Closed -$12.6K – 147
2021
Q1 		$12.6K Buy
+286
New +$11.9K 0.01% 138

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RBA Wealth Management's MCHB Position: Q2 2021 in Review

RBA Wealth Management sold out of Mechanics Bancorp (MCHB) in Q2 2021, closing a stake of 286 shares — an estimated $12.6K sold.

RBA Wealth Management first reported a position in MCHB in Q1 2021 and held it in 1 quarter. The position peaked at $12.6K in Q1 2021. 158 funds tracked by Wall St. Rank hold MCHB as of Q2 2021.

  • RBA Wealth Management reported no remaining Mechanics Bancorp position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 286 Mechanics Bancorp shares in Q2 2021, an estimated $12.6K.
  • RBA Wealth Management first reported a position in Mechanics Bancorp in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Mechanics Bancorp position peaked at $12.6K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.