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Coastal Finl Corp Wa shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Coastal Finl Corp Wa

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All positions including Coastal Finl Corp Wa held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastal Finl Corp Wa by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 36k 108.17
2025-06-30 $4.7M 48k 96.87
2025-03-31 $4.4M 49k 90.41
2024-12-31 $5.4M 63k 84.91
2024-09-30 $3.3M 62k 53.99
2024-06-30 $2.7M 58k 46.14
2024-03-31 $2.2M 56k 38.87
2023-09-30 $2.6M 60k 42.91
2023-06-30 $1.4M 38k 37.65
2023-03-31 $1.5M 42k 36.01
2022-12-31 $2.2M 47k 47.52
2022-09-30 $2.1M 53k 39.74
2022-06-30 $2.6M 70k 38.11
2022-03-31 $3.3M 73k 45.75
2021-12-31 $3.6M 72k 50.63
2021-09-30 $2.2M 71k 31.86
2021-06-30 $2.2M 77k 28.56
2021-03-31 $2.1M 80k 26.22
2020-12-31 $788k 38k 21.01
2020-09-30 $319k 26k 12.25
2020-06-30 $383k 26k 14.50
2020-03-31 $290k 28k 10.51
2019-12-31 $424k 26k 16.46
2019-09-30 $354k 23k 15.11
2019-06-30 $333k 22k 15.47
2019-03-31 $338k 20k 17.01
2018-12-31 $241k 16k 15.20