TWA
CCB icon

TCI Wealth Advisors’s Coastal Financial CCB Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-114
Closed -$4.11K – 537
2023
Q1 		$4.11K Buy
+114
New +$4.91K ﹤0.01% 1665

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCI Wealth Advisors's CCB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Coastal Financial (CCB) in Q2 2023, closing a stake of 114 shares — an estimated $4.11K sold.

TCI Wealth Advisors first reported a position in CCB in Q1 2023 and held it in 1 quarter. The position peaked at $4.11K in Q1 2023. 109 funds tracked by Wall St. Rank hold CCB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Coastal Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 114 Coastal Financial shares in Q2 2023, an estimated $4.11K.
  • TCI Wealth Advisors first reported a position in Coastal Financial in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Coastal Financial position peaked at $4.11K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.