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Mirabella Financial Services’s Community Bank CBU Stock Holding History

Mirabella Financial Services’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
2022
Q2 		– Sell
-4,309
Closed -$302K – 492
2022
Q1 		$302K Buy
+4,309
New +$313K 0.03% 326
2021
Q4 		– Sell
-4,218
Closed -$288K – 422
2021
Q3 		$288K Buy
+4,218
New +$303K 0.04% 327
2021
Q2 		– Sell
-7,106
Closed -$545K – 304
2021
Q1 		$545K Buy
+7,106
New +$510K 0.17% 119

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
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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirabella Financial Services's CBU Position: Q2 2022 in Review

Mirabella Financial Services sold out of Community Bank (CBU) in Q2 2022, closing a stake of 4,309 shares — an estimated $302K sold.

Mirabella Financial Services first reported a position in CBU in Q1 2021 and held it in 3 quarters. The position peaked at $545K in Q1 2021. 239 funds tracked by Wall St. Rank hold CBU as of Q2 2022.

  • Mirabella Financial Services reported no remaining Community Bank position as of Q2 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 4,309 Community Bank shares in Q2 2022, an estimated $302K.
  • Mirabella Financial Services first reported a position in Community Bank in Q1 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Community Bank position peaked at $545K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held Community Bank as of Q2 2022.

Based on Mirabella Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.