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Riverview Trust Company’s Customers Bancorp CUBI Stock Holding History

Riverview Trust Company’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
2023
Q2 		– Sell
-468
Closed -$8.67K – 690
2023
Q1 		$8.67K Hold
468
– – 0.01% 675
2022
Q4 		$13K Buy
+468
New +$14.6K 0.01% 558

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverview Trust Company's CUBI Position: Q2 2023 in Review

Riverview Trust Company sold out of Customers Bancorp (CUBI) in Q2 2023, closing a stake of 468 shares — an estimated $8.67K sold.

Riverview Trust Company first reported a position in CUBI in Q4 2022 and held it in 2 quarters. The position peaked at $13K in Q4 2022. 190 funds tracked by Wall St. Rank hold CUBI as of Q2 2023.

  • Riverview Trust Company reported no remaining Customers Bancorp position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 468 Customers Bancorp shares in Q2 2023, an estimated $8.67K.
  • Riverview Trust Company first reported a position in Customers Bancorp in Q4 2022 and held it in 2 quarters.
  • Riverview Trust Company's Customers Bancorp position peaked at $13K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.