CCB

Coastal Financial Corp Wa

Latest period2024 - Q4Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 17 superinvestors own shares of Coastal Financial Corp Wa (CCB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Coastal Financial Corp Wa (CCB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Coastal Financial Corp Wa (CCB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Coastal Financial Corp Wa (CCB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
William J Cox@Cox Capital Mgt Llc
Recent Activity
Increased 44.22%
2.66%
$4.128M
48,614 shares@ 84.92 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
0.43%
$1.568M
18,465 shares@ 84.91 avg price
Kurt Nelson@Summerhaven Investment Management, Llc
Recent Activity
0.89%
$1.442M
16,977 shares@ 84.91 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -10.47%
0.09%
$1.122M
14,083 shares@ 79.68 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 8.71%
0.01%
$553,000
6,517 shares@ 84.86 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -4.71%
0.05%
$464,712
5,473 shares@ 84.91 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
0.05%
$252,080
4,669 shares@ 54.0 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
0.07%
$383,284
4,514 shares@ 84.92 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
New Position
0.18%
$339,000
4,000 shares@ 84.75 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
New Position
0.02%
$122,355
1,441 shares@ 84.91 avg price