Spire Wealth Management’s Community Bank CBU Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-828	Closed	-$58K	–	2675
2022 Q1	$58K	Hold	828	–	–	﹤0.01%	1390
2021 Q4	$62K	Hold	828	–	–	﹤0.01%	1612
2021 Q3	$57K	Hold	828	–	–	﹤0.01%	1415
2021 Q2	$63K	Hold	828	–	–	﹤0.01%	1383
2021 Q1	$64K	Buy	+828	New	+$59.5K	﹤0.01%	1598

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

EVM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's CBU Position: Q2 2022 in Review

Spire Wealth Management sold out of Community Bank (CBU) in Q2 2022, closing a stake of 828 shares — an estimated $58K sold.

Spire Wealth Management first reported a position in CBU in Q1 2021 and held it in 5 quarters. The position peaked at $64K in Q1 2021. 239 funds tracked by Wall St. Rank hold CBU as of Q2 2022.

Spire Wealth Management reported no remaining Community Bank position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 828 Community Bank shares in Q2 2022, an estimated $58K.
Spire Wealth Management first reported a position in Community Bank in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Community Bank position peaked at $64K in Q1 2021.
239 funds tracked by Wall St. Rank held Community Bank as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.