Patriot Financial Group Insurance Agency’s Community Bank CBU Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-192	Closed	-$12K	–	632
2022 Q2	$12K	Sell	192 -30	-14%	-$1.97K	﹤0.01%	1174
2022 Q1	$16K	Sell	222 -25	-10%	-$1.82K	﹤0.01%	1169
2021 Q4	$18K	Sell	247 -6	-2%	-$437	﹤0.01%	1253
2021 Q3	$17K	Buy	253 +36	+17%	+$2.58K	﹤0.01%	1282
2021 Q2	$16K	Hold	217	–	–	﹤0.01%	1262
2021 Q1	$17K	Hold	217	–	–	﹤0.01%	1160
2020 Q4	$14K	Hold	217	–	–	﹤0.01%	1097
2020 Q3	$12K	Hold	217	–	–	﹤0.01%	966
2020 Q2	$12K	Sell	217 -7	-3%	-$412	﹤0.01%	898
2020 Q1	$13K	Buy	+224	New	+$14.5K	0.01%	774

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CBU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Community Bank (CBU) in Q3 2022, closing a stake of 192 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in CBU in Q1 2020 and held it in 10 quarters. The position peaked at $18K in Q4 2021. 249 funds tracked by Wall St. Rank hold CBU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Community Bank position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 192 Community Bank shares in Q3 2022, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in Community Bank in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Community Bank position peaked at $18K in Q4 2021.
249 funds tracked by Wall St. Rank held Community Bank as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.