GKWIM
CVLY

Gerber Kawasaki Wealth & Investment Management’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CVLY Stock Details CVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,421
Closed -$32K – 1182
2021
Q3 		$32K Buy
+1,421
New +$31.2K ﹤0.01% 391

Other funds holding CVLY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CVLY Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Codorus Valley Bancorp Inc (CVLY) in Q4 2021, closing a stake of 1,421 shares — an estimated $32K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CVLY in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 47 funds tracked by Wall St. Rank hold CVLY as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Codorus Valley Bancorp Inc position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,421 Codorus Valley Bancorp Inc shares in Q4 2021, an estimated $32K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Codorus Valley Bancorp Inc in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Codorus Valley Bancorp Inc position peaked at $32K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.