NFG
CVLY

Next Financial Group’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-89
Closed -$1K – 1969
2020
Q1 		$1K Buy
+89
New +$1.81K ﹤0.01% 2064

Other funds holding CVLY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's CVLY Position: Q2 2020 in Review

Next Financial Group sold out of Codorus Valley Bancorp Inc (CVLY) in Q2 2020, closing a stake of 89 shares — an estimated $1K sold.

Next Financial Group first reported a position in CVLY in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 53 funds tracked by Wall St. Rank hold CVLY as of Q2 2020.

  • Next Financial Group reported no remaining Codorus Valley Bancorp Inc position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 89 Codorus Valley Bancorp Inc shares in Q2 2020, an estimated $1K.
  • Next Financial Group first reported a position in Codorus Valley Bancorp Inc in Q1 2020 and held it in 1 quarter.
  • Next Financial Group's Codorus Valley Bancorp Inc position peaked at $1K in Q1 2020.
  • 53 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.