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Kestra Private Wealth Services’s Civista Bancshares CIVB Stock Holding History

Kestra Private Wealth Services’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
2022
Q1 		– Sell
-10,166
Closed -$248K – 996
2021
Q4 		$248K Buy
10,166
+59
+0.6% +$1.45K 0.01% 836
2021
Q3 		$235K Buy
10,107
+61
+0.6% +$1.4K 0.01% 798
2021
Q2 		$222K Buy
10,046
+51
+0.5% +$1.18K 0.01% 776
2021
Q1 		$229K Buy
+9,995
New +$201K 0.02% 692

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Kestra Private Wealth Services's CIVB Position: Q1 2022 in Review

Kestra Private Wealth Services sold out of Civista Bancshares (CIVB) in Q1 2022, closing a stake of 10,166 shares — an estimated $248K sold.

Kestra Private Wealth Services first reported a position in CIVB in Q1 2021 and held it in 4 quarters. The position peaked at $248K in Q4 2021. 108 funds tracked by Wall St. Rank hold CIVB as of Q1 2022.

  • Kestra Private Wealth Services reported no remaining Civista Bancshares position as of Q1 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,166 Civista Bancshares shares in Q1 2022, an estimated $248K.
  • Kestra Private Wealth Services first reported a position in Civista Bancshares in Q1 2021 and held it in 4 quarters.
  • Kestra Private Wealth Services's Civista Bancshares position peaked at $248K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2022.

Based on Kestra Private Wealth Services's 13F filing for Q1 2022, filed 26 May 2022.