Wealthspire Advisors (Maryland)’s Capital Bancorp CBNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-202,740
Closed -$2.36M 705
2019
Q1
$2.36M Sell
202,740
-8,780
-4% -$101K 0.18% 81
2018
Q4
$2.41M Buy
+211,520
New +$2.63M 0.21% 69

Other funds holding CBNK

Wealthspire Advisors (Maryland)'s CBNK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Capital Bancorp (CBNK) in Q2 2019, closing a stake of 202,740 shares — an estimated $2.36M sold.

Wealthspire Advisors (Maryland) first reported a position in CBNK in Q4 2018 and held it in 2 quarters. The position peaked at $2.41M in Q4 2018. 41 funds tracked by Wall St. Rank hold CBNK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Capital Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 202,740 Capital Bancorp shares in Q2 2019, an estimated $2.36M.
  • Wealthspire Advisors (Maryland) first reported a position in Capital Bancorp in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Capital Bancorp position peaked at $2.41M in Q4 2018.
  • 41 funds tracked by Wall St. Rank held Capital Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.