United Capital Financial Advisors’s Bank of Commerce Holdings (CA) BOCH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-12,400
Closed -$188K 1268
2021
Q3
$188K Hold
12,400
﹤0.01% 1149
2021
Q2
$186K Hold
12,400
﹤0.01% 1179
2021
Q1
$158K Buy
+12,400
New +$137K ﹤0.01% 1148

United Capital Financial Advisors's BOCH Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Bank of Commerce Holdings (CA) (BOCH) in Q4 2021, closing a stake of 12,400 shares — an estimated $188K sold.

United Capital Financial Advisors first reported a position in BOCH in Q1 2021 and held it in 3 quarters. The position peaked at $188K in Q3 2021. 0 funds tracked by Wall St. Rank hold BOCH as of Q4 2021.

  • United Capital Financial Advisors reported no remaining Bank of Commerce Holdings (CA) position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,400 Bank of Commerce Holdings (CA) shares in Q4 2021, an estimated $188K.
  • United Capital Financial Advisors first reported a position in Bank of Commerce Holdings (CA) in Q1 2021 and held it in 3 quarters.
  • United Capital Financial Advisors's Bank of Commerce Holdings (CA) position peaked at $188K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Bank of Commerce Holdings (CA) as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.