Number of Shares
25,629.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
4.62%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
13.31%

Emerald Finance & Banking Innovation Fund's Coastal Financial Corp Holding Summary

As of 2025-04-30, Emerald Finance & Banking Innovation Fund held 25,629.00 shares of Coastal Financial Corp(CCB), totaling $2.11 Mil. This investment constitutes 4.62% of their stock portfolio, and Emerald Finance & Banking Innovation Fund now holds 0.17% of the outstanding Coastal Financial Corp(CCB) stock.

The initial trade took place in 2019Q4. And since then Emerald Finance & Banking Innovation Fund has made 3 purchases of CCB, at an average price of $29.15, for a total of 393,962.00 shares. In addition, there have been 7 sales at an average price of $28.16 for 368,333.00 shares. Based on historical transaction data and CCB's current price of $102.97, Emerald Finance & Banking Innovation Fund's estimated gain on his CCB holdings is $1.53 Mil, reflecting a 13.31% gain to date.

Emerald Finance & Banking Innovation Fund CCB ($102.97) Holding Chart

Emerald Finance & Banking Innovation Fund CCB ($102.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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