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Avior Wealth Management’s Community Bank CBU Stock Holding History

Avior 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
2024
Q2 		– Sell
-11
Closed -$528 – 2502
2024
Q1 		$528 Buy
+11
New +$514 ﹤0.01% 2555

Other funds holding CBU

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's CBU Position: Q2 2024 in Review

Avior Wealth Management sold out of Community Bank (CBU) in Q2 2024, closing a stake of 11 shares — an estimated $528 sold.

Avior Wealth Management first reported a position in CBU in Q1 2024 and held it in 1 quarter. The position peaked at $528 in Q1 2024. 244 funds tracked by Wall St. Rank hold CBU as of Q2 2024.

  • Avior Wealth Management reported no remaining Community Bank position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Community Bank shares in Q2 2024, an estimated $528.
  • Avior Wealth Management first reported a position in Community Bank in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Community Bank position peaked at $528 in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Community Bank as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.