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Cutter & Co Brokerage’s Civista Bancshares CIVB Stock Holding History

Cutter & Co Brokerage’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
Q3 		– Sell
-10,250
Closed -$178K – 210
2023
Q2 		$178K Hold
10,250
– – 0.05% 194
2023
Q1 		$173K Hold
10,250
– – 0.05% 194
2022
Q4 		$226K Hold
10,250
– – 0.08% 177
2022
Q3 		$213K Hold
10,250
– – 0.08% 181
2022
Q2 		$218K Hold
10,250
– – 0.07% 194
2022
Q1 		$247K Hold
10,250
– – 0.07% 191
2021
Q4 		$250K Hold
10,250
– – 0.07% 221
2021
Q3 		$238K Buy
+10,250
New +$235K 0.06% 249

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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

Cutter & Co Brokerage's CIVB Position: Q3 2023 in Review

Cutter & Co Brokerage sold out of Civista Bancshares (CIVB) in Q3 2023, closing a stake of 10,250 shares — an estimated $178K sold.

Cutter & Co Brokerage first reported a position in CIVB in Q3 2021 and held it in 8 quarters. The position peaked at $250K in Q4 2021. 87 funds tracked by Wall St. Rank hold CIVB as of Q3 2023.

  • Cutter & Co Brokerage reported no remaining Civista Bancshares position as of Q3 2023 after selling out during the quarter.
  • Cutter & Co Brokerage sold 10,250 Civista Bancshares shares in Q3 2023, an estimated $178K.
  • Cutter & Co Brokerage first reported a position in Civista Bancshares in Q3 2021 and held it in 8 quarters.
  • Cutter & Co Brokerage's Civista Bancshares position peaked at $250K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Civista Bancshares as of Q3 2023.

Based on Cutter & Co Brokerage's 13F filing for Q3 2023, filed 31 Oct 2023.