Robertson Stephens Wealth Management’s California BanCorp Common Stock CALB Stock Holding History

Robertson Stephens Wealth Management’s Portfolio CALB Stock Details CALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-33,698	Closed	-$725K	–	639
2024 Q2	$725K	Hold	33,698	–	–	0.04%	274
2024 Q1	$741K	Hold	33,698	–	–	0.04%	278
2023 Q4	$834K	Hold	33,698	–	–	0.05%	242
2023 Q3	$677K	Hold	33,698	–	–	0.05%	257
2023 Q2	$505K	Hold	33,698	–	–	0.04%	275
2023 Q1	$657K	Buy	+33,698	New	+$795K	0.05%	258

Robertson Stephens Wealth Management's CALB Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of California BanCorp Common Stock (CALB) in Q3 2024, closing a stake of 33,698 shares — an estimated $725K sold.

Robertson Stephens Wealth Management first reported a position in CALB in Q1 2023 and held it in 6 quarters. The position peaked at $834K in Q4 2023. 0 funds tracked by Wall St. Rank hold CALB as of Q3 2024.

Robertson Stephens Wealth Management reported no remaining California BanCorp Common Stock position as of Q3 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 33,698 California BanCorp Common Stock shares in Q3 2024, an estimated $725K.
Robertson Stephens Wealth Management first reported a position in California BanCorp Common Stock in Q1 2023 and held it in 6 quarters.
Robertson Stephens Wealth Management's California BanCorp Common Stock position peaked at $834K in Q4 2023.
0 funds tracked by Wall St. Rank held California BanCorp Common Stock as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.