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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
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
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 $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's CBU Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Community Bank (CBU) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CBU as recently as Q3 2018.

Financial Gravity Asset Management first reported a position in CBU in Q1 2018 and has held it in 4 quarters since. The position peaked at $1K in Q3 2018. 226 funds tracked by Wall St. Rank hold CBU as of Q4 2020.

  • Financial Gravity Asset Management held 1 share of Community Bank worth $0 as of Q4 2020.
  • Community Bank was a new Financial Gravity Asset Management position in Q4 2020.
  • Community Bank made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #504 holding.
  • Financial Gravity Asset Management first reported a position in Community Bank in Q1 2018 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Community Bank position peaked at $1K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held Community Bank as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.