Castle Financial & Retirement Planning Associates’s Community Bank CBU Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+15	New	+$1.09K	﹤0.01%	180

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CBU Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Community Bank (CBU) in Q4 2021: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings.

244 funds tracked by Wall St. Rank hold CBU as of Q4 2021.

Castle Financial & Retirement Planning Associates held 15 shares of Community Bank worth $1K as of Q4 2021.
Community Bank was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Community Bank made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #180 holding.
244 funds tracked by Wall St. Rank held Community Bank as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.