TA
BANX

Tiedemann Advisors’s ArrowMark Financial BANX Stock Holding History

Tiedemann Advisors’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,863
Closed -$228K – 235
2022
Q2 		$228K Hold
11,863
– – 0.02% 203
2022
Q1 		$255K Hold
11,863
– – 0.01% 248
2021
Q4 		$266K Hold
11,863
– – 0.01% 247
2021
Q3 		$262K Hold
11,863
– – 0.01% 251
2021
Q2 		$261K Hold
11,863
– – 0.01% 304
2021
Q1 		$235K Buy
+11,863
New +$238K 0.01% 297

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Tiedemann Advisors's BANX Position: Q3 2022 in Review

Tiedemann Advisors sold out of ArrowMark Financial (BANX) in Q3 2022, closing a stake of 11,863 shares — an estimated $228K sold.

Tiedemann Advisors first reported a position in BANX in Q1 2021 and held it in 6 quarters. The position peaked at $266K in Q4 2021. 31 funds tracked by Wall St. Rank hold BANX as of Q3 2022.

  • Tiedemann Advisors reported no remaining ArrowMark Financial position as of Q3 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 11,863 ArrowMark Financial shares in Q3 2022, an estimated $228K.
  • Tiedemann Advisors first reported a position in ArrowMark Financial in Q1 2021 and held it in 6 quarters.
  • Tiedemann Advisors's ArrowMark Financial position peaked at $266K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2022.

Based on Tiedemann Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.