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Sterling Financial Planning’s Community Bank CBU Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,668
Closed -$114K – 150
2021
Q3 		$114K Hold
1,668
– – 0.07% 120
2021
Q2 		$126K Buy
+1,668
New +$131K 0.08% 107

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Financial Planning's CBU Position: Q4 2021 in Review

Sterling Financial Planning sold out of Community Bank (CBU) in Q4 2021, closing a stake of 1,668 shares — an estimated $114K sold.

Sterling Financial Planning first reported a position in CBU in Q2 2021 and held it in 2 quarters. The position peaked at $126K in Q2 2021. 244 funds tracked by Wall St. Rank hold CBU as of Q4 2021.

  • Sterling Financial Planning reported no remaining Community Bank position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,668 Community Bank shares in Q4 2021, an estimated $114K.
  • Sterling Financial Planning first reported a position in Community Bank in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's Community Bank position peaked at $126K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Community Bank as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.