RIA
BANX

RPG Investment Advisory’s ArrowMark Financial BANX Stock Holding History

RPG Investment Advisory’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
Q4 		– Sell
-200
Closed -$4K – 112
2021
Q3 		$4K Hold
200
– – ﹤0.01% 276
2021
Q2 		$4K Hold
200
– – ﹤0.01% 285
2021
Q1 		$4K Hold
200
– – ﹤0.01% 291
2020
Q4 		$4K Hold
200
– – ﹤0.01% 275
2020
Q3 		$4K Hold
200
– – ﹤0.01% 248
2020
Q2 		$3K Buy
+200
New +$3.29K ﹤0.01% 277

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RPG Investment Advisory's BANX Position: Q4 2021 in Review

RPG Investment Advisory sold out of ArrowMark Financial (BANX) in Q4 2021, closing a stake of 200 shares — an estimated $4K sold.

RPG Investment Advisory first reported a position in BANX in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 32 funds tracked by Wall St. Rank hold BANX as of Q4 2021.

  • RPG Investment Advisory reported no remaining ArrowMark Financial position as of Q4 2021 after selling out during the quarter.
  • RPG Investment Advisory sold 200 ArrowMark Financial shares in Q4 2021, an estimated $4K.
  • RPG Investment Advisory first reported a position in ArrowMark Financial in Q2 2020 and held it in 6 quarters.
  • RPG Investment Advisory's ArrowMark Financial position peaked at $4K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.