Cassady Schiller Wealth Management’s Civista Bancshares CIVB Stock Holding History

Cassady Schiller Wealth Management’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
2023 Q4	–	Sell	-395	Closed	-$6.12K	–	442
2023 Q3	$6.12K	Hold	395	–	–	﹤0.01%	362
2023 Q2	$6.87K	Hold	395	–	–	﹤0.01%	364
2023 Q1	$6.67K	Sell	395 -650	-62%	-$13.5K	﹤0.01%	342
2022 Q4	$23K	Buy	+1,045	New	+$23.6K	0.01%	261
2022 Q1	–	Sell	-2,857	Closed	-$70K	–	193
2021 Q4	$70K	Buy	+2,857	New	+$70.3K	0.04%	170

Other funds holding CIVB

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Cassady Schiller Wealth Management's CIVB Position: Q4 2023 in Review

Cassady Schiller Wealth Management sold out of Civista Bancshares (CIVB) in Q4 2023, closing a stake of 395 shares — an estimated $6.12K sold.

Cassady Schiller Wealth Management first reported a position in CIVB in Q4 2021 and held it in 5 quarters. The position peaked at $70K in Q4 2021. 89 funds tracked by Wall St. Rank hold CIVB as of Q4 2023.

Cassady Schiller Wealth Management reported no remaining Civista Bancshares position as of Q4 2023 after selling out during the quarter.
Cassady Schiller Wealth Management sold 395 Civista Bancshares shares in Q4 2023, an estimated $6.12K.
Cassady Schiller Wealth Management first reported a position in Civista Bancshares in Q4 2021 and held it in 5 quarters.
Cassady Schiller Wealth Management's Civista Bancshares position peaked at $70K in Q4 2021.
89 funds tracked by Wall St. Rank held Civista Bancshares as of Q4 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.