Sutton Wealth Advisors’s Community Bank CBU Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-1,193	Closed	-$75.1K	–	932
2022 Q4	$75.1K	Sell	1,193 -11	-0.9%	-$688	0.03%	297
2022 Q3	$72.3K	Buy	1,204 +9	+0.8%	+$593	0.03%	299
2022 Q2	$75.6K	Sell	1,195 -5	-0.4%	-$328	0.03%	284
2022 Q1	$84.2K	Buy	1,200 +3	+0.3%	+$218	0.03%	280
2021 Q4	$89.2K	Buy	1,197 +13	+1%	+$948	0.03%	282
2021 Q3	$81K	Hold	1,184	–	–	0.03%	278
2021 Q2	$89.6K	Hold	1,184	–	–	0.03%	267
2021 Q1	$90.8K	Hold	1,184	–	–	0.04%	255
2020 Q4	$73.8K	Hold	1,184	–	–	0.03%	271
2020 Q3	$64.5K	Hold	1,184	–	–	0.03%	259
2020 Q2	$67.5K	Sell	1,184 -63	-5%	-$3.71K	0.04%	245
2020 Q1	$73.3K	Buy	1,247 +211	+20%	+$13.7K	0.05%	218
2019 Q4	$73.5K	Hold	1,036	–	–	0.04%	248
2019 Q3	$63.9K	Hold	1,036	–	–	0.04%	254
2019 Q2	$68.2K	Hold	1,036	–	–	0.04%	243
2019 Q1	$61.9K	Hold	1,036	–	–	0.04%	256
2018 Q4	$60.4K	Hold	1,036	–	–	0.04%	248
2018 Q3	$63.3K	Hold	1,036	–	–	0.04%	246
2018 Q2	$61.2K	Hold	1,036	–	–	0.04%	245
2018 Q1	$55.5K	Hold	1,036	–	–	0.04%	254
2017 Q4	$55.7K	Hold	1,036	–	–	0.04%	256
2017 Q3	$57.2K	Hold	1,036	–	–	0.04%	244
2017 Q2	$57.8K	Hold	1,036	–	–	0.05%	245
2017 Q1	$57K	Hold	1,036	–	–	0.05%	242
2016 Q4	$64K	Hold	1,036	–	–	0.06%	225
2016 Q3	$49.8K	Hold	1,036	–	–	0.05%	258
2016 Q2	$42.6K	Hold	1,036	–	–	0.04%	266
2016 Q1	$39.6K	Buy	+1,036	New	+$38.7K	0.04%	283

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's CBU Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Community Bank (CBU) in Q1 2023, closing a stake of 1,193 shares — an estimated $75.1K sold.

Sutton Wealth Advisors first reported a position in CBU in Q1 2016 and held it in 28 quarters. The position peaked at $90.8K in Q1 2021. 244 funds tracked by Wall St. Rank hold CBU as of Q1 2023.

Sutton Wealth Advisors reported no remaining Community Bank position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,193 Community Bank shares in Q1 2023, an estimated $75.1K.
Sutton Wealth Advisors first reported a position in Community Bank in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Community Bank position peaked at $90.8K in Q1 2021.
244 funds tracked by Wall St. Rank held Community Bank as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.