Sutton Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

Sutton Wealth Advisors’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
2022 Q3	–	Sell	-524	Closed	-$18.5K	–	1656
2022 Q2	$17.8K	Buy	+524	New	+$21.3K	0.01%	718
2022 Q1	–	Sell	-7	Closed	-$458	–	1648
2021 Q4	$458	Buy	+7	New	+$384	﹤0.01%	1545
2020 Q2	–	Sell	-306	Closed	-$3.35K	–	1227
2020 Q1	$3.35K	Sell	306 -736	-71%	-$14.2K	﹤0.01%	942
2019 Q4	$24.8K	Hold	1,042	–	–	0.01%	519
2019 Q3	$21.6K	Hold	1,042	–	–	0.01%	560
2019 Q2	$21.9K	Hold	1,042	–	–	0.01%	542
2019 Q1	$19.1K	Hold	1,042	–	–	0.01%	584
2018 Q4	$19K	Sell	1,042 -488	-32%	-$9.77K	0.01%	539
2018 Q3	$36K	Buy	1,530 +1,152	+305%	+$29.9K	0.02%	375
2018 Q2	$10.7K	Hold	378	–	–	0.01%	813
2018 Q1	$11K	Hold	378	–	–	0.01%	788
2017 Q4	$9.82K	Hold	378	–	–	0.01%	788
2017 Q3	$12.3K	Hold	378	–	–	0.01%	710
2017 Q2	$10.7K	Hold	378	–	–	0.01%	733
2017 Q1	$11.9K	Hold	378	–	–	0.01%	668
2016 Q4	$13.5K	Hold	378	–	–	0.01%	611
2016 Q3	$9.51K	Hold	378	–	–	0.01%	678
2016 Q2	$9.5K	Buy	+378	New	+$9.62K	0.01%	638

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sutton Wealth Advisors's CUBI Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Customers Bancorp (CUBI) in Q3 2022, closing a stake of 524 shares — an estimated $18.5K sold.

Sutton Wealth Advisors first reported a position in CUBI in Q2 2016 and held it in 18 quarters. The position peaked at $36K in Q3 2018. 206 funds tracked by Wall St. Rank hold CUBI as of Q3 2022.

Sutton Wealth Advisors reported no remaining Customers Bancorp position as of Q3 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 524 Customers Bancorp shares in Q3 2022, an estimated $18.5K.
Sutton Wealth Advisors first reported a position in Customers Bancorp in Q2 2016 and held it in 18 quarters.
Sutton Wealth Advisors's Customers Bancorp position peaked at $36K in Q3 2018.
206 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.