TCI Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

TCI 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
2023 Q2	–	Sell	-250	Closed	-$4.63K	–	682
2023 Q1	$4.63K	Sell	250 -28	-10%	-$764	﹤0.01%	1583
2022 Q4	$7.88K	Sell	278 -90	-24%	-$2.81K	﹤0.01%	1234
2022 Q3	$11K	Buy	368 +1	+0.3%	+$35	﹤0.01%	956
2022 Q2	$12K	Sell	367 -97	-21%	-$3.94K	﹤0.01%	890
2022 Q1	$24K	Hold	464	–	–	﹤0.01%	611
2021 Q4	$30K	Buy	464 +89	+24%	+$4.88K	﹤0.01%	537
2021 Q3	$16K	Buy	375 +26	+7%	+$1.01K	﹤0.01%	781
2021 Q2	$14K	Hold	349	–	–	﹤0.01%	744
2021 Q1	$11K	Buy	349 +72	+26%	+$1.89K	﹤0.01%	801
2020 Q4	$5K	Hold	277	–	–	﹤0.01%	860
2020 Q3	$3K	Buy	277 +66	+31%	+$783	﹤0.01%	930
2020 Q2	$3K	Buy	+211	New	+$2.35K	﹤0.01%	882
2020 Q1	–	Sell	-108	Closed	-$3K	–	1524
2019 Q4	$3K	Hold	108	–	–	﹤0.01%	1004
2019 Q3	$2K	Buy	+108	New	+$2.14K	﹤0.01%	1053

Other funds holding CUBI

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

ACB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Customers Bancorp (CUBI) in Q2 2023, closing a stake of 250 shares — an estimated $4.63K sold.

TCI Wealth Advisors first reported a position in CUBI in Q3 2019 and held it in 14 quarters. The position peaked at $30K in Q4 2021. 190 funds tracked by Wall St. Rank hold CUBI as of Q2 2023.

TCI Wealth Advisors reported no remaining Customers Bancorp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 250 Customers Bancorp shares in Q2 2023, an estimated $4.63K.
TCI Wealth Advisors first reported a position in Customers Bancorp in Q3 2019 and held it in 14 quarters.
TCI Wealth Advisors's Customers Bancorp position peaked at $30K in Q4 2021.
190 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2023.

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