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Sowell Financial Services’s Customers Bancorp CUBI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,153
Closed -$76K – 993
2021
Q1 		$76K Sell
2,153
-679
-24% -$17.9K ﹤0.01% 1490
2020
Q4 		$51K Hold
2,832
– – ﹤0.01% 1389
2020
Q3 		$32K Sell
2,832
-1,954
-41% -$23.2K ﹤0.01% 1360
2020
Q2 		$58K Hold
4,786
– – ﹤0.01% 1124
2020
Q1 		$52K Buy
+4,786
New +$92.7K ﹤0.01% 1044

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sowell Financial Services's CUBI Position: Q2 2021 in Review

Sowell Financial Services sold out of Customers Bancorp (CUBI) in Q2 2021, closing a stake of 2,153 shares — an estimated $76K sold.

Sowell Financial Services first reported a position in CUBI in Q1 2020 and held it in 5 quarters. The position peaked at $76K in Q1 2021. 195 funds tracked by Wall St. Rank hold CUBI as of Q2 2021.

  • Sowell Financial Services reported no remaining Customers Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,153 Customers Bancorp shares in Q2 2021, an estimated $76K.
  • Sowell Financial Services first reported a position in Customers Bancorp in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Customers Bancorp position peaked at $76K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.