West Coast Financial’s USBC Inc USBC Stock Holding History

West Coast Financial’s Portfolio USBC Stock Details USBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-375	Closed	-$27K	–	131
2022 Q3	$27K	Buy	+375	New	+$28.9K	0.01%	122

Other funds holding USBC

Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

West Coast Financial's USBC Position: Q4 2022 in Review

West Coast Financial sold out of USBC Inc (USBC) in Q4 2022, closing a stake of 375 shares — an estimated $27K sold.

West Coast Financial first reported a position in USBC in Q3 2022 and held it in 1 quarter. The position peaked at $27K in Q3 2022. 22 funds tracked by Wall St. Rank hold USBC as of Q4 2022.

West Coast Financial reported no remaining USBC Inc position as of Q4 2022 after selling out during the quarter.
West Coast Financial sold 375 USBC Inc shares in Q4 2022, an estimated $27K.
West Coast Financial first reported a position in USBC Inc in Q3 2022 and held it in 1 quarter.
West Coast Financial's USBC Inc position peaked at $27K in Q3 2022.
22 funds tracked by Wall St. Rank held USBC Inc as of Q4 2022.

Based on West Coast Financial's 13F filing for Q4 2022, filed 14 Feb 2023.