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Capital Performance Advisors’s Civista Bancshares CIVB Stock Holding History

Capital Performance Advisors’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-74
Closed -$1.32K – 655
2024
Q3 		$1.32K Buy
+74
New +$1.24K ﹤0.01% 1771

Other funds holding CIVB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

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

Capital Performance Advisors sold out of Civista Bancshares (CIVB) in Q4 2024, closing a stake of 74 shares — an estimated $1.32K sold.

Capital Performance Advisors first reported a position in CIVB in Q3 2024 and held it in 1 quarter. The position peaked at $1.32K in Q3 2024. 113 funds tracked by Wall St. Rank hold CIVB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Civista Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 74 Civista Bancshares shares in Q4 2024, an estimated $1.32K.
  • Capital Performance Advisors first reported a position in Civista Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Civista Bancshares position peaked at $1.32K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Civista Bancshares as of Q4 2024.

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