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Clear Perspectives Financial Planning’s Civista Bancshares CIVB Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$5.37K Sell
318
-1,000
-76% -$20.8K ﹤0.01% 161
2022
Q4 		$29K Hold
1,318
– – 0.02% 107
2022
Q3 		$27K Hold
1,318
– – 0.01% 110
2022
Q2 		$28K Buy
+1,318
New +$28.5K 0.01% 108

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Clear Perspectives Financial Planning's CIVB Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Civista Bancshares (CIVB) stake by 76% in Q1 2023, selling an estimated $20.8K and leaving 318 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Clear Perspectives Financial Planning first reported a position in CIVB in Q2 2022 and has held it in 4 quarters since. The position peaked at $29K in Q4 2022. 93 funds tracked by Wall St. Rank hold CIVB as of Q1 2023.

  • Clear Perspectives Financial Planning held 318 shares of Civista Bancshares worth $5.37K as of Q1 2023.
  • Clear Perspectives Financial Planning sold 1,000 Civista Bancshares shares in Q1 2023, an estimated $20.8K.
  • Civista Bancshares made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #161 holding.
  • Clear Perspectives Financial Planning first reported a position in Civista Bancshares in Q2 2022 and has held it in 4 quarters since.
  • Clear Perspectives Financial Planning's Civista Bancshares position peaked at $29K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.