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Cetera Advisor Networks’s Community Bank CBU Stock Holding History

Cetera Advisor Networks’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
Q1 		$282K Buy
5,863
+717
+14% +$33.5K ﹤0.01% 2339
2023
Q4 		$268K Buy
5,146
+329
+7% +$14.8K ﹤0.01% 2323
2023
Q3 		$203K Buy
+4,817
New +$228K ﹤0.01% 2423
2020
Q3 		– Sell
-1,157
Closed -$66K – 1487
2020
Q2 		$66K Buy
+1,157
New +$68K ﹤0.01% 1748

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Advisor Networks's CBU Position: Q1 2024 in Review

Cetera Advisor Networks increased its Community Bank (CBU) stake by 14% in Q1 2024, buying an estimated $33.5K and bringing the position to 5,863 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Cetera Advisor Networks first reported a position in CBU in Q2 2020 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold CBU as of Q1 2024.

  • Cetera Advisor Networks held 5,863 shares of Community Bank worth $282K as of Q1 2024.
  • Cetera Advisor Networks bought 717 Community Bank shares in Q1 2024, an estimated $33.5K.
  • Community Bank made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2339 holding.
  • Cetera Advisor Networks first reported a position in Community Bank in Q2 2020 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Community Bank as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.