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Gradient Investments’s Civista Bancshares CIVB Stock Holding History

Gradient Investments’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$387 – 1346
2023
Q4 		$387 Hold
21
– – ﹤0.01% 1638
2023
Q3 		$326 Hold
21
– – ﹤0.01% 1624
2023
Q2 		$365 Buy
+21
New +$334 ﹤0.01% 1577

Other funds holding CIVB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Gradient Investments's CIVB Position: Q1 2024 in Review

Gradient Investments sold out of Civista Bancshares (CIVB) in Q1 2024, closing a stake of 21 shares — an estimated $387 sold.

Gradient Investments first reported a position in CIVB in Q2 2023 and held it in 3 quarters. The position peaked at $387 in Q4 2023. 95 funds tracked by Wall St. Rank hold CIVB as of Q1 2024.

  • Gradient Investments reported no remaining Civista Bancshares position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 21 Civista Bancshares shares in Q1 2024, an estimated $387.
  • Gradient Investments first reported a position in Civista Bancshares in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Civista Bancshares position peaked at $387 in Q4 2023.
  • 95 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.