PWPS
CVLY

Pinnacle Wealth Planning Services’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-2,274
Closed -$39K – 2082
2020
Q4 		$39K Buy
+2,274
New +$34.8K 0.01% 906

Other funds holding CVLY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's CVLY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Codorus Valley Bancorp Inc (CVLY) in Q1 2021, closing a stake of 2,274 shares — an estimated $39K sold.

Pinnacle Wealth Planning Services first reported a position in CVLY in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 51 funds tracked by Wall St. Rank hold CVLY as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Codorus Valley Bancorp Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,274 Codorus Valley Bancorp Inc shares in Q1 2021, an estimated $39K.
  • Pinnacle Wealth Planning Services first reported a position in Codorus Valley Bancorp Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Codorus Valley Bancorp Inc position peaked at $39K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.