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Summit Financial Strategies’s CF Bankshares CFBK Stock Holding History

Summit Financial Strategies’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,457
Closed -$204K – 121
2021
Q2 		$204K Buy
+10,457
New +$205K 0.04% 115
2020
Q3 		– Sell
-10,457
Closed -$106K – 74
2020
Q2 		$106K Buy
+10,457
New +$108K 0.05% 68

Other funds holding CFBK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Summit Financial Strategies's CFBK Position: Q3 2021 in Review

Summit Financial Strategies sold out of CF Bankshares (CFBK) in Q3 2021, closing a stake of 10,457 shares — an estimated $204K sold.

Summit Financial Strategies first reported a position in CFBK in Q2 2020 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 24 funds tracked by Wall St. Rank hold CFBK as of Q3 2021.

  • Summit Financial Strategies reported no remaining CF Bankshares position as of Q3 2021 after selling out during the quarter.
  • Summit Financial Strategies sold 10,457 CF Bankshares shares in Q3 2021, an estimated $204K.
  • Summit Financial Strategies first reported a position in CF Bankshares in Q2 2020 and held it in 2 quarters.
  • Summit Financial Strategies's CF Bankshares position peaked at $204K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2021.

Based on Summit Financial Strategies's 13F filing for Q3 2021, filed 10 Nov 2021.