B. Riley Wealth Advisors’s Community Bank CBU Stock Holding History

B. Riley Wealth 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
2023 Q3	–	Sell	-7,109	Closed	-$334K	–	1510
2023 Q2	$334K	Buy	+7,109	New	+$348K	0.01%	1063

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

B. Riley Wealth Advisors's CBU Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Community Bank (CBU) in Q3 2023, closing a stake of 7,109 shares — an estimated $334K sold.

B. Riley Wealth Advisors first reported a position in CBU in Q2 2023 and held it in 1 quarter. The position peaked at $334K in Q2 2023. 235 funds tracked by Wall St. Rank hold CBU as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Community Bank position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,109 Community Bank shares in Q3 2023, an estimated $334K.
B. Riley Wealth Advisors first reported a position in Community Bank in Q2 2023 and held it in 1 quarter.
B. Riley Wealth Advisors's Community Bank position peaked at $334K in Q2 2023.
235 funds tracked by Wall St. Rank held Community Bank as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.