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TD Waterhouse Canada’s Customers Bancorp CUBI Stock Holding History

TD Waterhouse Canada’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
-30
Closed -$1.34K – 1720
2022
Q2 		$1.34K Hold
30
– – ﹤0.01% 1590
2022
Q1 		$1.92K Buy
+30
New +$1.83K ﹤0.01% 1603

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Victory Capital Management
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TD Waterhouse Canada's CUBI Position: Q3 2022 in Review

TD Waterhouse Canada sold out of Customers Bancorp (CUBI) in Q3 2022, closing a stake of 30 shares — an estimated $1.34K sold.

TD Waterhouse Canada first reported a position in CUBI in Q1 2022 and held it in 2 quarters. The position peaked at $1.92K in Q1 2022. 206 funds tracked by Wall St. Rank hold CUBI as of Q3 2022.

  • TD Waterhouse Canada reported no remaining Customers Bancorp position as of Q3 2022 after selling out during the quarter.
  • TD Waterhouse Canada sold 30 Customers Bancorp shares in Q3 2022, an estimated $1.34K.
  • TD Waterhouse Canada first reported a position in Customers Bancorp in Q1 2022 and held it in 2 quarters.
  • TD Waterhouse Canada's Customers Bancorp position peaked at $1.92K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2022.

Based on TD Waterhouse Canada's 13F filing for Q3 2022, filed 13 Nov 2023.