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TCI Wealth Advisors’s Community Bank CBU Stock Holding History

TCI 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
Q2 		– Sell
-143
Closed -$7.51K – 534
2023
Q1 		$7.51K Buy
143
+140
+4,667% +$8.2K ﹤0.01% 1253
2022
Q4 		$189 Sell
3
-242
-99% -$15.1K ﹤0.01% 2340
2022
Q3 		$15K Buy
245
+122
+99% +$8.04K ﹤0.01% 791
2022
Q2 		$8K Buy
123
+24
+24% +$1.57K ﹤0.01% 1135
2022
Q1 		$7K Hold
99
– – ﹤0.01% 1302
2021
Q4 		$7K Buy
+99
New +$7.22K ﹤0.01% 1406
2021
Q3 		– Sell
-54
Closed -$4K – 2392
2021
Q2 		$4K Buy
54
+12
+29% +$945 ﹤0.01% 1540
2021
Q1 		$3K Buy
+42
New +$3.02K ﹤0.01% 1497

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's CBU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Community Bank (CBU) in Q2 2023, closing a stake of 143 shares — an estimated $7.51K sold.

TCI Wealth Advisors first reported a position in CBU in Q1 2021 and held it in 8 quarters. The position peaked at $15K in Q3 2022. 222 funds tracked by Wall St. Rank hold CBU as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Community Bank position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 143 Community Bank shares in Q2 2023, an estimated $7.51K.
  • TCI Wealth Advisors first reported a position in Community Bank in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Community Bank position peaked at $15K in Q3 2022.
  • 222 funds tracked by Wall St. Rank held Community Bank as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.