Schroder Investment Management Group
CCB icon

Schroder Investment Management Group’s Coastal Financial CCB Stock Holding History

Schroder Investment Management Group’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-196
Closed -$10K – 1384
2021
Q4 		$10K Buy
+196
New +$8.12K ﹤0.01% 1377

Other funds holding CCB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group's CCB Position: Q1 2022 in Review

Schroder Investment Management Group sold out of Coastal Financial (CCB) in Q1 2022, closing a stake of 196 shares — an estimated $10K sold.

Schroder Investment Management Group first reported a position in CCB in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 111 funds tracked by Wall St. Rank hold CCB as of Q1 2022.

  • Schroder Investment Management Group reported no remaining Coastal Financial position as of Q1 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 196 Coastal Financial shares in Q1 2022, an estimated $10K.
  • Schroder Investment Management Group first reported a position in Coastal Financial in Q4 2021 and held it in 1 quarter.
  • Schroder Investment Management Group's Coastal Financial position peaked at $10K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.