Harvest Group Wealth Management’s Community Bank CBU Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-19	Closed	-$1K	–	134
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	436
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	425
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	356
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	358
2019 Q4	$1K	Hold	19	–	–	﹤0.01%	736
2019 Q3	$1K	Hold	19	–	–	﹤0.01%	837
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	676
2019 Q1	$1K	Buy	+19	New	+$1.17K	﹤0.01%	747

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's CBU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Community Bank (CBU) in Q1 2021, closing a stake of 19 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CBU in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q4 2020. 211 funds tracked by Wall St. Rank hold CBU as of Q1 2021.

Harvest Group Wealth Management reported no remaining Community Bank position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 19 Community Bank shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Community Bank in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Community Bank position peaked at $1K in Q4 2020.
211 funds tracked by Wall St. Rank held Community Bank as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.