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Raymond James & Associates’s Civista Bancshares CIVB Stock Holding History

Raymond James & Associates’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,501
Closed -$208K – 3982
2024
Q1 		$208K Buy
13,501
+700
+5% +$11.2K ﹤0.01% 3595
2023
Q4 		$236K Hold
12,801
– – ﹤0.01% 3424
2023
Q3 		$198K Hold
12,801
– – ﹤0.01% 3459
2023
Q2 		$223K Hold
12,801
– – ﹤0.01% 3421
2023
Q1 		$216K Sell
12,801
-133
-1% -$2.76K ﹤0.01% 3455
2022
Q4 		$285K Buy
+12,934
New +$292K ﹤0.01% 3251

Other funds holding CIVB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Raymond James & Associates's CIVB Position: Q2 2024 in Review

Raymond James & Associates sold out of Civista Bancshares (CIVB) in Q2 2024, closing a stake of 13,501 shares — an estimated $208K sold.

Raymond James & Associates first reported a position in CIVB in Q4 2022 and held it in 6 quarters. The position peaked at $285K in Q4 2022. 93 funds tracked by Wall St. Rank hold CIVB as of Q2 2024.

  • Raymond James & Associates reported no remaining Civista Bancshares position as of Q2 2024 after selling out during the quarter.
  • Raymond James & Associates sold 13,501 Civista Bancshares shares in Q2 2024, an estimated $208K.
  • Raymond James & Associates first reported a position in Civista Bancshares in Q4 2022 and held it in 6 quarters.
  • Raymond James & Associates's Civista Bancshares position peaked at $285K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2024.

Based on Raymond James & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.