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Fortitude Advisory Group’s Community Bank CBU Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-356
Closed -$25K – 377
2022
Q1 		$25K Hold
356
– – 0.01% 753
2021
Q4 		$27K Buy
+356
New +$26K 0.01% 742

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortitude Advisory Group's CBU Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Community Bank (CBU) in Q2 2022, closing a stake of 356 shares — an estimated $25K sold.

Fortitude Advisory Group first reported a position in CBU in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 239 funds tracked by Wall St. Rank hold CBU as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Community Bank position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 356 Community Bank shares in Q2 2022, an estimated $25K.
  • Fortitude Advisory Group first reported a position in Community Bank in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Community Bank position peaked at $27K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Community Bank as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.