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WealthPLAN Partners’s Metropolitan Bank Holding Corp MCB Stock Holding History

WealthPLAN Partners’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-125
Closed -$4.24K – 1342
2023
Q1 		$4.24K Buy
+125
New +$6.49K ﹤0.01% 1031

Other funds holding MCB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

WealthPLAN Partners's MCB Position: Q2 2023 in Review

WealthPLAN Partners sold out of Metropolitan Bank Holding Corp (MCB) in Q2 2023, closing a stake of 125 shares — an estimated $4.24K sold.

WealthPLAN Partners first reported a position in MCB in Q1 2023 and held it in 1 quarter. The position peaked at $4.24K in Q1 2023. 99 funds tracked by Wall St. Rank hold MCB as of Q2 2023.

  • WealthPLAN Partners reported no remaining Metropolitan Bank Holding Corp position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 125 Metropolitan Bank Holding Corp shares in Q2 2023, an estimated $4.24K.
  • WealthPLAN Partners first reported a position in Metropolitan Bank Holding Corp in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Metropolitan Bank Holding Corp position peaked at $4.24K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.