Tiedemann Advisors’s Coastal Financial CCB Stock Holding History

Tiedemann 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
2022 Q2	–	Sell	-5,270	Closed	-$241K	–	244
2022 Q1	$241K	Hold	5,270	–	–	0.01%	254
2021 Q4	$267K	Sell	5,270 -2,000	-28%	-$82.8K	0.01%	246
2021 Q3	$232K	Hold	7,270	–	–	0.01%	269
2021 Q2	$208K	Sell	7,270 -2,050	-22%	-$60K	0.01%	344
2021 Q1	$244K	Buy	+9,320	New	+$230K	0.01%	291
2020 Q4	–	Sell	-11,820	Closed	-$145K	–	320
2020 Q3	$145K	Sell	11,820 -3,180	-21%	-$43.9K	0.01%	305
2020 Q2	$218K	Hold	15,000	–	–	0.01%	271
2020 Q1	$158K	Sell	15,000 -5,158	-26%	-$80.6K	0.01%	281
2019 Q4	$332K	Sell	20,158 -959	-5%	-$15.5K	0.02%	237
2019 Q3	$319K	Buy	+21,117	New	+$321K	0.02%	254

Other funds holding CCB

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

HighTower Trust Houston, Texas $1.02B AUM 4.1% 1-Year Est. Return

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Tiedemann Advisors's CCB Position: Q2 2022 in Review

Tiedemann Advisors sold out of Coastal Financial (CCB) in Q2 2022, closing a stake of 5,270 shares — an estimated $241K sold.

Tiedemann Advisors first reported a position in CCB in Q3 2019 and held it in 10 quarters. The position peaked at $332K in Q4 2019. 104 funds tracked by Wall St. Rank hold CCB as of Q2 2022.

Tiedemann Advisors reported no remaining Coastal Financial position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 5,270 Coastal Financial shares in Q2 2022, an estimated $241K.
Tiedemann Advisors first reported a position in Coastal Financial in Q3 2019 and held it in 10 quarters.
Tiedemann Advisors's Coastal Financial position peaked at $332K in Q4 2019.
104 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.