Goss Wealth Management »

Coastal Finl Corp Wa shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coastal Finl Corp Wa by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.3k 202 46.14
2024-03-31 $7.9k 202 38.87
2022-12-31 $101k 2.1k 47.52

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding Coastal Finl Corp Wa

BlackRock
BlackRock
T. Rowe Price Investment Management
Endeavour Capital Advisors
Vanguard Group
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Jennifer Ranahan
State Street Corporation
Geode Capital Management
Kennedy Capital Management
Alliancebernstein
Jacobs Asset Management
Advisors Capital Management
American Century Companies

View all funds holding Coastal Finl Corp Wa