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McGlone Suttner Wealth Management’s Colony Bankcorp CBAN Stock Holding History

McGlone Suttner Wealth Management’s Portfolio CBAN Stock Details CBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,361
Closed -$44.7K – 269
2023
Q4 		$44.7K Buy
+3,361
New +$36.4K 0.01% 300

Other funds holding CBAN

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McGlone Suttner Wealth Management's CBAN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Colony Bankcorp (CBAN) in Q1 2024, closing a stake of 3,361 shares — an estimated $44.7K sold.

McGlone Suttner Wealth Management first reported a position in CBAN in Q4 2023 and held it in 1 quarter. The position peaked at $44.7K in Q4 2023. 84 funds tracked by Wall St. Rank hold CBAN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Colony Bankcorp position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 3,361 Colony Bankcorp shares in Q1 2024, an estimated $44.7K.
  • McGlone Suttner Wealth Management first reported a position in Colony Bankcorp in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Colony Bankcorp position peaked at $44.7K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Colony Bankcorp as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.