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Dorsey Wright & Associates’s Civista Bancshares CIVB Stock Holding History

Dorsey Wright & Associates’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
Q2 		– Sell
-930
Closed -$15.7K – 298
2023
Q1 		$15.7K Sell
930
-105
-10% -$2.18K ﹤0.01% 276
2022
Q4 		$22.8K Buy
+1,035
New +$23.3K 0.01% 239

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

Dorsey Wright & Associates's CIVB Position: Q2 2023 in Review

Dorsey Wright & Associates sold out of Civista Bancshares (CIVB) in Q2 2023, closing a stake of 930 shares — an estimated $15.7K sold.

Dorsey Wright & Associates first reported a position in CIVB in Q4 2022 and held it in 2 quarters. The position peaked at $22.8K in Q4 2022. 89 funds tracked by Wall St. Rank hold CIVB as of Q2 2023.

  • Dorsey Wright & Associates reported no remaining Civista Bancshares position as of Q2 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 930 Civista Bancshares shares in Q2 2023, an estimated $15.7K.
  • Dorsey Wright & Associates first reported a position in Civista Bancshares in Q4 2022 and held it in 2 quarters.
  • Dorsey Wright & Associates's Civista Bancshares position peaked at $22.8K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2023.

Based on Dorsey Wright & Associates's 13F filing for Q2 2023, filed 26 Jul 2023.