FFA
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Founders Financial Alliance’s CB Financial Services CBFV Stock Holding History

Founders Financial Alliance’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,500
Closed -$162K – 550
2020
Q3 		$162K Buy
+8,500
New +$160K 0.1% 184

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Founders Financial Alliance's CBFV Position: Q4 2020 in Review

Founders Financial Alliance sold out of CB Financial Services (CBFV) in Q4 2020, closing a stake of 8,500 shares — an estimated $162K sold.

Founders Financial Alliance first reported a position in CBFV in Q3 2020 and held it in 1 quarter. The position peaked at $162K in Q3 2020. 39 funds tracked by Wall St. Rank hold CBFV as of Q4 2020.

  • Founders Financial Alliance reported no remaining CB Financial Services position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 8,500 CB Financial Services shares in Q4 2020, an estimated $162K.
  • Founders Financial Alliance first reported a position in CB Financial Services in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's CB Financial Services position peaked at $162K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held CB Financial Services as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.