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Coastal Finl Corp Wa shares owned by Magnus Financial Group

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Magnus Financial Group from 13F filings

Historical chart of Magnus Financial Group investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

All positions including Coastal Finl Corp Wa held by Magnus Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastal Finl Corp Wa by Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 5.7k 38.87
2023-09-30 $306k 7.1k 42.91

More positions owned by Magnus Financial Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Core Msci Emkt (IEMG)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr U.s. Finls Etf (IYF)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Microsoft Corporation (MSFT)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Magnus Financial Group

Top funds holding Coastal Finl Corp Wa

T. Rowe Price Investment Management
BlackRock
Endeavour Capital Advisors
Vanguard Group
Dimensional Fund Advisors
Jennifer Ranahan
Kennedy Capital Management
Geode Capital Management
Alliancebernstein
Advisors Capital Management
RMB Capital Management
Mendon Capital Advisors Corp.
Boothbay Fund Management
JCSD Capital
American Century Companies

View all funds holding Coastal Finl Corp Wa