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Advisornet Financial’s Community Bank CBU Stock Holding History

Advisornet Financial’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-708
Closed -$41.1K – 2012
2024
Q3 		$41.1K Hold
708
– – ﹤0.01% 957
2024
Q2 		$33.4K Hold
708
– – ﹤0.01% 946
2024
Q1 		$34K Hold
708
– – ﹤0.01% 930
2023
Q4 		$36.9K Hold
708
– – ﹤0.01% 903
2023
Q3 		$29.9K Hold
708
– – ﹤0.01% 925
2023
Q2 		$33.2K Hold
708
– – ﹤0.01% 933
2023
Q1 		$37.2K Hold
708
– – ﹤0.01% 878
2022
Q4 		$44.6K Hold
708
– – ﹤0.01% 824
2022
Q3 		$43K Hold
708
– – ﹤0.01% 889
2022
Q2 		$45K Hold
708
– – ﹤0.01% 893
2022
Q1 		$50K Hold
708
– – ﹤0.01% 967
2021
Q4 		$53K Buy
+708
New +$51.6K ﹤0.01% 986

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisornet Financial's CBU Position: Q4 2024 in Review

Advisornet Financial sold out of Community Bank (CBU) in Q4 2024, closing a stake of 708 shares — an estimated $41.1K sold.

Advisornet Financial first reported a position in CBU in Q4 2021 and held it in 12 quarters. The position peaked at $53K in Q4 2021. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

  • Advisornet Financial reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 708 Community Bank shares in Q4 2024, an estimated $41.1K.
  • Advisornet Financial first reported a position in Community Bank in Q4 2021 and held it in 12 quarters.
  • Advisornet Financial's Community Bank position peaked at $53K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.