Fidelity Investments’s CFSB Bancorp CFSB Stock Holding History

Fidelity Investments’s Portfolio CFSB Stock Details CFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,000	Closed	-$79.8K	–	5301
2023 Q2	$79.8K	Buy	+10,000	New	+$74.1K	﹤0.01%	3256

Other funds holding CFSB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments's CFSB Position: Q3 2023 in Review

Fidelity Investments sold out of CFSB Bancorp (CFSB) in Q3 2023, closing a stake of 10,000 shares — an estimated $79.8K sold.

Fidelity Investments first reported a position in CFSB in Q2 2023 and held it in 1 quarter. The position peaked at $79.8K in Q2 2023. 11 funds tracked by Wall St. Rank hold CFSB as of Q3 2023.

Fidelity Investments reported no remaining CFSB Bancorp position as of Q3 2023 after selling out during the quarter.
Fidelity Investments sold 10,000 CFSB Bancorp shares in Q3 2023, an estimated $79.8K.
Fidelity Investments first reported a position in CFSB Bancorp in Q2 2023 and held it in 1 quarter.
Fidelity Investments's CFSB Bancorp position peaked at $79.8K in Q2 2023.
11 funds tracked by Wall St. Rank held CFSB Bancorp as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.