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MinichMacGregor Wealth Management’s Community Bank CBU Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-388
Closed -$24.4K – 176
2022
Q4 		$24.4K Buy
+388
New +$24.3K 0.01% 277

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MinichMacGregor Wealth Management's CBU Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Community Bank (CBU) in Q1 2023, closing a stake of 388 shares — an estimated $24.4K sold.

MinichMacGregor Wealth Management first reported a position in CBU in Q4 2022 and held it in 1 quarter. The position peaked at $24.4K in Q4 2022. 244 funds tracked by Wall St. Rank hold CBU as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Community Bank position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 388 Community Bank shares in Q1 2023, an estimated $24.4K.
  • MinichMacGregor Wealth Management first reported a position in Community Bank in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Community Bank position peaked at $24.4K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Community Bank as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.