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Raymond James Financial Services Advisors’s Civista Bancshares CIVB Stock Holding History

Raymond James Financial Services Advisors’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
-10,461
Closed -$161K – 3427
2024
Q1 		$161K Buy
10,461
+83
+0.8% +$1.33K ﹤0.01% 3151
2023
Q4 		$191K Buy
10,378
+79
+0.8% +$1.27K ﹤0.01% 3012
2023
Q3 		$160K Buy
+10,299
New +$179K ﹤0.01% 2988

Other funds holding CIVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Raymond James Financial Services Advisors's CIVB Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Civista Bancshares (CIVB) in Q2 2024, closing a stake of 10,461 shares — an estimated $161K sold.

Raymond James Financial Services Advisors first reported a position in CIVB in Q3 2023 and held it in 3 quarters. The position peaked at $191K in Q4 2023. 93 funds tracked by Wall St. Rank hold CIVB as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Civista Bancshares position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,461 Civista Bancshares shares in Q2 2024, an estimated $161K.
  • Raymond James Financial Services Advisors first reported a position in Civista Bancshares in Q3 2023 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's Civista Bancshares position peaked at $191K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Civista Bancshares as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.