Question 1

How many shares of CBNK does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

UNITED CAPITAL FINANCIAL ADVISORS, LLC previously held 0 shares of CBNK (CAPITAL BANCORP INC MD) before exiting the position in 2022-Q3.

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's CBNK position worth?

Accepted Answer

UNITED CAPITAL FINANCIAL ADVISORS, LLC's CBNK position was last reported at $0 in 2022-Q3 before the exit.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling CBNK?

Accepted Answer

In 2022-Q3, UNITED CAPITAL FINANCIAL ADVISORS, LLC exited their CBNK position entirely (-100.0% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy CBNK?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in CBNK in 2019-Q4. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$21.79	0
2022-Q2	Unchanged	58,425	0.0%	$1.3M	0.0%	$20.41	0
2022-Q1	Unchanged	58,425	0.0%	$1.3M	0.0%	$21.46	0
2021-Q4	Unchanged	58,425	0.0%	$1.5M	0.0%	$24.54	0
2021-Q3	Unchanged	58,425	0.0%	$1.4M	0.0%	$22.50	0
2021-Q2	Decreased	58,425	-5.1%	$1.2M	0.0%	$19.08	0
2021-Q1	Decreased	61,550	-13.2%	$1.2M	0.0%	$18.00	0
2020-Q4	Unchanged	70,925	0.0%	$988,000	0.0%	$13.00	0
2020-Q3	Unchanged	70,925	0.0%	$671,000	0.0%	$8.83	0
2020-Q2	Unchanged	70,925	0.0%	$759,000	0.0%	$9.98	0
2020-Q1	Decreased	70,925	-27.7%	$888,000	0.0%	$11.68	0
2019-Q4	New	98,052	-	$1.5M	0.0%	$13.89	35

CBNK12 quarters

CBNK
12 quarters