West Tower Group’s Coastal Financial CCB Stock Holding History

West Tower Group’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-790	Closed	-$35.1K	–	159
2023 Q4	$35.1K	Sell	790 -119	-13%	-$4.91K	0.07%	222
2023 Q3	$39K	Buy	+909	New	+$39.5K	0.02%	240

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Tower Group's CCB Position: Q1 2024 in Review

West Tower Group sold out of Coastal Financial (CCB) in Q1 2024, closing a stake of 790 shares — an estimated $35.1K sold.

West Tower Group first reported a position in CCB in Q3 2023 and held it in 2 quarters. The position peaked at $39K in Q3 2023. 119 funds tracked by Wall St. Rank hold CCB as of Q1 2024.

West Tower Group reported no remaining Coastal Financial position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 790 Coastal Financial shares in Q1 2024, an estimated $35.1K.
West Tower Group first reported a position in Coastal Financial in Q3 2023 and held it in 2 quarters.
West Tower Group's Coastal Financial position peaked at $39K in Q3 2023.
119 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.