TD Private Client Wealth’s Community Bank CBU Stock Holding History

TD Private Client Wealth’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
2024 Q2	–	Sell	-364	Closed	-$34.1K	–	1224
2024 Q1	$34.1K	Hold	364	–	–	﹤0.01%	879
2023 Q4	$37K	Buy	+364	New	+$16.4K	﹤0.01%	857
2021 Q4	–	Sell	-14	Closed	-$958	–	1182
2021 Q3	$958	Hold	14	–	–	﹤0.01%	1112
2021 Q2	$1.06K	Hold	14	–	–	﹤0.01%	1103
2021 Q1	$1.07K	Hold	14	–	–	﹤0.01%	1062
2020 Q4	$872	Hold	14	–	–	﹤0.01%	1028
2020 Q3	$762	Buy	+14	New	+$807	﹤0.01%	987

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TD Private Client Wealth's CBU Position: Q2 2024 in Review

TD Private Client Wealth sold out of Community Bank (CBU) in Q2 2024, closing a stake of 364 shares — an estimated $34.1K sold.

TD Private Client Wealth first reported a position in CBU in Q3 2020 and held it in 7 quarters. The position peaked at $37K in Q4 2023. 244 funds tracked by Wall St. Rank hold CBU as of Q2 2024.

TD Private Client Wealth reported no remaining Community Bank position as of Q2 2024 after selling out during the quarter.
TD Private Client Wealth sold 364 Community Bank shares in Q2 2024, an estimated $34.1K.
TD Private Client Wealth first reported a position in Community Bank in Q3 2020 and held it in 7 quarters.
TD Private Client Wealth's Community Bank position peaked at $37K in Q4 2023.
244 funds tracked by Wall St. Rank held Community Bank as of Q2 2024.

Based on TD Private Client Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.