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

Wealthspire Advisors (Maryland)’s Portfolio CBNK Stock Details CBNK Fund Activity
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

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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.