Atria Wealth Solutions’s Community Bank CBU Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-3,962	Closed	-$206K	–	1970
2023 Q4	$206K	Buy	+3,962	New	+$178K	﹤0.01%	1757

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's CBU Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Community Bank (CBU) in Q1 2024, closing a stake of 3,962 shares — an estimated $206K sold.

Atria Wealth Solutions first reported a position in CBU in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 236 funds tracked by Wall St. Rank hold CBU as of Q1 2024.

Atria Wealth Solutions reported no remaining Community Bank position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 3,962 Community Bank shares in Q1 2024, an estimated $206K.
Atria Wealth Solutions first reported a position in Community Bank in Q4 2023 and held it in 1 quarter.
Atria Wealth Solutions's Community Bank position peaked at $206K in Q4 2023.
236 funds tracked by Wall St. Rank held Community Bank as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.