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Veritable’s Customers Bancorp CUBI Stock Holding History

Veritable’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
2023
Q3 		– Sell
-15,675
Closed -$474K – 184
2023
Q2 		$474K Sell
15,675
-40
-0.3% -$896 0.01% 560
2023
Q1 		$291K Buy
15,715
+90
+0.6% +$2.46K 0.01% 699
2022
Q4 		$443K Hold
15,625
– – 0.01% 564
2022
Q3 		$461K Buy
+15,625
New +$553K 0.01% 522

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Wellington Management Group
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return