RIM
BANX

Rockbridge Investment Management’s ArrowMark Financial BANX Stock Holding History

Rockbridge Investment Management’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-565
Closed -$11K – 711
2020
Q4 		$11K Buy
+565
New +$11K ﹤0.01% 487

Other funds holding BANX

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $1.18B AUM 84.79% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Rockbridge Investment Management's BANX Position: Q1 2021 in Review

Rockbridge Investment Management sold out of ArrowMark Financial (BANX) in Q1 2021, closing a stake of 565 shares — an estimated $11K sold.

Rockbridge Investment Management first reported a position in BANX in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 30 funds tracked by Wall St. Rank hold BANX as of Q1 2021.

  • Rockbridge Investment Management reported no remaining ArrowMark Financial position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 565 ArrowMark Financial shares in Q1 2021, an estimated $11K.
  • Rockbridge Investment Management first reported a position in ArrowMark Financial in Q4 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's ArrowMark Financial position peaked at $11K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.