JWWM
CVLY

Johnson & White Wealth Management’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Johnson & White Wealth 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
2024
Q2 		– Sell
-9,892
Closed -$225K – 92
2024
Q1 		$225K Buy
9,892
+236
+2% +$5.52K 0.16% 79
2023
Q4 		$248K Buy
+9,656
New +$201K 0.21% 72
2023
Q2 		– Sell
-9,655
Closed -$200K – 76
2023
Q1 		$200K Buy
9,655
+8,547
+771% +$203K 0.18% 76
2022
Q4 		$295K Sell
1,108
-10,004
-90% -$219K 0.3% 64
2022
Q3 		$209K Buy
+11,112
New +$233K 0.24% 73

Other funds holding CVLY

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Johnson & White Wealth Management's CVLY Position: Q2 2024 in Review

Johnson & White Wealth Management sold out of Codorus Valley Bancorp Inc (CVLY) in Q2 2024, closing a stake of 9,892 shares — an estimated $225K sold.

Johnson & White Wealth Management first reported a position in CVLY in Q3 2022 and held it in 5 quarters. The position peaked at $295K in Q4 2022. 63 funds tracked by Wall St. Rank hold CVLY as of Q2 2024.

  • Johnson & White Wealth Management reported no remaining Codorus Valley Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Johnson & White Wealth Management sold 9,892 Codorus Valley Bancorp Inc shares in Q2 2024, an estimated $225K.
  • Johnson & White Wealth Management first reported a position in Codorus Valley Bancorp Inc in Q3 2022 and held it in 5 quarters.
  • Johnson & White Wealth Management's Codorus Valley Bancorp Inc position peaked at $295K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q2 2024.

Based on Johnson & White Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.