Financial Gravity Asset Management’s Community Bank CBU Stock Holding History

Financial Gravity Asset Management’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
2023 Q1	–	Sell	-63	Closed	-$194	–	1212
2022 Q4	$194	Buy	+63	New	+$3.94K	﹤0.01%	955
2021 Q1	–	Sell	-1	Closed	–	–	779
2020 Q4	$0	Buy	+1	New	+$61	﹤0.01%	504
2018 Q3	$1K	Buy	18 +1	+6%	+$64	﹤0.01%	1091
2018 Q2	$1K	Sell	17 -2	-11%	-$117	﹤0.01%	1113
2018 Q1	$1K	Buy	+19	New	+$1.03K	﹤0.01%	1084

Other funds holding CBU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's CBU Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Community Bank (CBU) in Q1 2023, closing a stake of 63 shares — an estimated $194 sold.

Financial Gravity Asset Management first reported a position in CBU in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 244 funds tracked by Wall St. Rank hold CBU as of Q1 2023.

Financial Gravity Asset Management reported no remaining Community Bank position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 63 Community Bank shares in Q1 2023, an estimated $194.
Financial Gravity Asset Management first reported a position in Community Bank in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Community Bank position peaked at $1K in Q3 2018.
244 funds tracked by Wall St. Rank held Community Bank as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.