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American Portfolios Advisors’s Community Bank CBU Stock Holding History

American Portfolios Advisors’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
Q3 		$87.2K Sell
1,452
-1
-0.1% -$66 ﹤0.01% 1429
2022
Q2 		$91.9K Buy
1,453
+82
+6% +$5.37K ﹤0.01% 1443
2022
Q1 		$96.2K Buy
1,371
+42
+3% +$3.06K ﹤0.01% 1534
2021
Q4 		$99K Buy
1,329
+940
+242% +$68.5K ﹤0.01% 1518
2021
Q3 		$26.6K Buy
389
+90
+30% +$6.46K ﹤0.01% 2126
2021
Q2 		$22.6K Buy
299
+179
+149% +$14.1K ﹤0.01% 2168
2021
Q1 		$9.21K Buy
120
+70
+140% +$5.03K ﹤0.01% 2417
2020
Q4 		$3.12K Buy
50
+14
+39% +$859 ﹤0.01% 2583
2020
Q3 		$1.96K Sell
36
-138
-79% -$7.95K ﹤0.01% 2623
2020
Q2 		$9.92K Buy
174
+17
+11% +$1K ﹤0.01% 1924
2020
Q1 		$9.23K Buy
157
+19
+14% +$1.23K ﹤0.01% 1844
2019
Q4 		$9.79K Hold
138
– – ﹤0.01% 2003
2019
Q3 		$8.51K Sell
138
-140
-50% -$8.84K ﹤0.01% 1989
2019
Q2 		$18.3K Sell
278
-865
-76% -$55.4K ﹤0.01% 1692
2019
Q1 		$68.3K Hold
1,143
– – 0.01% 1059
2018
Q4 		$66.6K Buy
1,143
+1,005
+728% +$60.7K 0.01% 897
2018
Q3 		$8.43K Buy
138
+91
+194% +$5.8K ﹤0.01% 1809
2018
Q2 		$2.78K Buy
+47
New +$2.74K ﹤0.01% 2136

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Portfolios Advisors's CBU Position: Q3 2022 in Review

American Portfolios Advisors reduced its Community Bank (CBU) stake by 0.07% in Q3 2022, selling an estimated $66 and leaving 1,452 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

American Portfolios Advisors first reported a position in CBU in Q2 2018 and has held it in 18 quarters since. The position peaked at $99K in Q4 2021. 249 funds tracked by Wall St. Rank hold CBU as of Q3 2022.

  • American Portfolios Advisors held 1,452 shares of Community Bank worth $87.2K as of Q3 2022.
  • American Portfolios Advisors sold 1 Community Bank share in Q3 2022, an estimated $66.
  • Community Bank made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1429 holding.
  • American Portfolios Advisors first reported a position in Community Bank in Q2 2018 and has held it in 18 quarters since.
  • American Portfolios Advisors's Community Bank position peaked at $99K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Community Bank as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.