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Capital Performance Advisors’s Community Bank CBU Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-68
Closed -$3.95K – 595
2024
Q3 		$3.95K Buy
+68
New +$3.9K ﹤0.01% 1213

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's CBU Position: Q4 2024 in Review

Capital Performance Advisors sold out of Community Bank (CBU) in Q4 2024, closing a stake of 68 shares — an estimated $3.95K sold.

Capital Performance Advisors first reported a position in CBU in Q3 2024 and held it in 1 quarter. The position peaked at $3.95K in Q3 2024. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

  • Capital Performance Advisors reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 68 Community Bank shares in Q4 2024, an estimated $3.95K.
  • Capital Performance Advisors first reported a position in Community Bank in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Community Bank position peaked at $3.95K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.