Wealth Enhancement Advisory Services
TBBK icon

Wealth Enhancement Advisory Services’s The Bancorp TBBK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TBBK Stock Details TBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,303
Closed -$679K – 2701
2024
Q1 		$679K Buy
+20,303
New +$808K ﹤0.01% 1413

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
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Brown Advisory
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CCCPV
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's TBBK Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of The Bancorp (TBBK) in Q2 2024, closing a stake of 20,303 shares — an estimated $679K sold.

Wealth Enhancement Advisory Services first reported a position in TBBK in Q1 2024 and held it in 1 quarter. The position peaked at $679K in Q1 2024. 221 funds tracked by Wall St. Rank hold TBBK as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining The Bancorp position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,303 The Bancorp shares in Q2 2024, an estimated $679K.
  • Wealth Enhancement Advisory Services first reported a position in The Bancorp in Q1 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's The Bancorp position peaked at $679K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held The Bancorp as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.