AllSquare Wealth Management’s Community Bank CBU Stock Holding History

AllSquare Wealth Management’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
2022 Q2	–	Sell	-37	Closed	-$3K	–	505
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	444
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	446
2021 Q3	$3K	Hold	37	–	–	﹤0.01%	431
2021 Q2	$3K	Hold	37	–	–	﹤0.01%	450
2021 Q1	$3K	Hold	37	–	–	﹤0.01%	439
2020 Q4	$2K	Hold	37	–	–	﹤0.01%	423
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	421
2020 Q2	$2K	Hold	37	–	–	﹤0.01%	421
2020 Q1	$2K	Hold	37	–	–	﹤0.01%	398
2019 Q4	$3K	Hold	37	–	–	﹤0.01%	395
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	410
2019 Q2	$2K	Hold	37	–	–	﹤0.01%	421
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	425
2018 Q4	$2K	Hold	37	–	–	﹤0.01%	416
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	436
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	443
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	360
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	351
2017 Q3	$2K	Buy	+37	New	+$1.98K	﹤0.01%	334
2017 Q2	–	Sell	-37	Closed	-$2K	–	194
2017 Q1	$2K	Hold	37	–	–	﹤0.01%	327
2016 Q4	$2K	Hold	37	–	–	﹤0.01%	304
2016 Q3	$2K	Hold	37	–	–	﹤0.01%	286
2016 Q2	$2K	Hold	37	–	–	﹤0.01%	270
2016 Q1	$1K	Hold	37	–	–	﹤0.01%	292
2015 Q4	$1K	Buy	+37	New	+$1.5K	﹤0.01%	291

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllSquare Wealth Management's CBU Position: Q2 2022 in Review

AllSquare Wealth Management sold out of Community Bank (CBU) in Q2 2022, closing a stake of 37 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in CBU in Q4 2015 and held it in 25 quarters. The position peaked at $3K in Q1 2022. 239 funds tracked by Wall St. Rank hold CBU as of Q2 2022.

AllSquare Wealth Management reported no remaining Community Bank position as of Q2 2022 after selling out during the quarter.
AllSquare Wealth Management sold 37 Community Bank shares in Q2 2022, an estimated $3K.
AllSquare Wealth Management first reported a position in Community Bank in Q4 2015 and held it in 25 quarters.
AllSquare Wealth Management's Community Bank position peaked at $3K in Q1 2022.
239 funds tracked by Wall St. Rank held Community Bank as of Q2 2022.

Based on AllSquare Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.