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TFO Wealth Partners’s Customers Bancorp CUBI Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-14
Closed -$807 – 834
2023
Q4 		$807 Hold
14
– – ﹤0.01% 237
2023
Q3 		$424 Buy
+14
New +$506 ﹤0.01% 506
2023
Q1 		– Sell
-4
Closed -$309 – 853
2022
Q4 		$309 Buy
+4
New +$125 ﹤0.01% 558

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFO Wealth Partners's CUBI Position: Q1 2024 in Review

TFO Wealth Partners sold out of Customers Bancorp (CUBI) in Q1 2024, closing a stake of 14 shares — an estimated $807 sold.

TFO Wealth Partners first reported a position in CUBI in Q4 2022 and held it in 3 quarters. The position peaked at $807 in Q4 2023. 241 funds tracked by Wall St. Rank hold CUBI as of Q1 2024.

  • TFO Wealth Partners reported no remaining Customers Bancorp position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 14 Customers Bancorp shares in Q1 2024, an estimated $807.
  • TFO Wealth Partners first reported a position in Customers Bancorp in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Customers Bancorp position peaked at $807 in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.