TFO Wealth Partners’s Community Bank CBU Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-8	Closed	-$417	–	818
2023 Q4	$417	Hold	8	–	–	﹤0.01%	389
2023 Q3	$375	Buy	+8	New	+$379	﹤0.01%	556

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

TFO Wealth Partners's CBU Position: Q1 2024 in Review

TFO Wealth Partners sold out of Community Bank (CBU) in Q1 2024, closing a stake of 8 shares — an estimated $417 sold.

TFO Wealth Partners first reported a position in CBU in Q3 2023 and held it in 2 quarters. The position peaked at $417 in Q4 2023. 236 funds tracked by Wall St. Rank hold CBU as of Q1 2024.

TFO Wealth Partners reported no remaining Community Bank position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 8 Community Bank shares in Q1 2024, an estimated $417.
TFO Wealth Partners first reported a position in Community Bank in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Community Bank position peaked at $417 in Q4 2023.
236 funds tracked by Wall St. Rank held Community Bank as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.