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Wakefield Asset Management’s Bankunited BKU Stock Holding History

Wakefield Asset Management’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,753
Closed -$736K – 176
2022
Q1 		$736K Sell
16,753
-47
-0.3% -$2.04K 0.26% 122
2021
Q4 		$711K Buy
16,800
+136
+0.8% +$5.7K 0.25% 129
2021
Q3 		$697K Sell
16,664
-712
-4% -$29.1K 0.26% 112
2021
Q2 		$742K Buy
17,376
+69
+0.4% +$3.15K 0.28% 114
2021
Q1 		$761K Sell
17,307
-6,267
-27% -$257K 0.31% 108
2020
Q4 		$820K Sell
23,574
-2,898
-11% -$82.7K 0.34% 78
2020
Q3 		$580K Buy
+26,472
New +$561K 0.27% 95

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wakefield Asset Management's BKU Position: Q2 2022 in Review

Wakefield Asset Management sold out of Bankunited (BKU) in Q2 2022, closing a stake of 16,753 shares — an estimated $736K sold.

Wakefield Asset Management first reported a position in BKU in Q3 2020 and held it in 7 quarters. The position peaked at $820K in Q4 2020. 211 funds tracked by Wall St. Rank hold BKU as of Q2 2022.

  • Wakefield Asset Management reported no remaining Bankunited position as of Q2 2022 after selling out during the quarter.
  • Wakefield Asset Management sold 16,753 Bankunited shares in Q2 2022, an estimated $736K.
  • Wakefield Asset Management first reported a position in Bankunited in Q3 2020 and held it in 7 quarters.
  • Wakefield Asset Management's Bankunited position peaked at $820K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held Bankunited as of Q2 2022.

Based on Wakefield Asset Management's 13F filing for Q2 2022, filed 9 Aug 2022.