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CSat Investment Advisory’s Community Bank CBU Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-189
Closed -$10K – 600
2020
Q3 		$10K Buy
189
+27
+17% +$1.56K ﹤0.01% 1037
2020
Q2 		$9K Buy
+162
New +$9.53K ﹤0.01% 1055

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 $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's CBU Position: Q4 2020 in Review

CSat Investment Advisory sold out of Community Bank (CBU) in Q4 2020, closing a stake of 189 shares — an estimated $10K sold.

CSat Investment Advisory first reported a position in CBU in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 226 funds tracked by Wall St. Rank hold CBU as of Q4 2020.

  • CSat Investment Advisory reported no remaining Community Bank position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 189 Community Bank shares in Q4 2020, an estimated $10K.
  • CSat Investment Advisory first reported a position in Community Bank in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Community Bank position peaked at $10K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held Community Bank as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.