CIAS
LBAI

CFS Investment Advisory Services’s Lakeland Bancorp Inc LBAI Stock Holding History

CFS Investment Advisory Services’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27,971
Closed -$375K – 260
2023
Q2 		$375K Buy
+27,971
New +$390K 0.05% 188

Other funds holding LBAI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CFS Investment Advisory Services's LBAI Position: Q3 2023 in Review

CFS Investment Advisory Services sold out of Lakeland Bancorp Inc (LBAI) in Q3 2023, closing a stake of 27,971 shares — an estimated $375K sold.

CFS Investment Advisory Services first reported a position in LBAI in Q2 2023 and held it in 1 quarter. The position peaked at $375K in Q2 2023. 173 funds tracked by Wall St. Rank hold LBAI as of Q3 2023.

  • CFS Investment Advisory Services reported no remaining Lakeland Bancorp Inc position as of Q3 2023 after selling out during the quarter.
  • CFS Investment Advisory Services sold 27,971 Lakeland Bancorp Inc shares in Q3 2023, an estimated $375K.
  • CFS Investment Advisory Services first reported a position in Lakeland Bancorp Inc in Q2 2023 and held it in 1 quarter.
  • CFS Investment Advisory Services's Lakeland Bancorp Inc position peaked at $375K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2023.

Based on CFS Investment Advisory Services's 13F filing for Q3 2023, filed 14 Nov 2023.