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Voisard Asset Management Group’s Community Bank CBU Stock Holding History

Voisard Asset Management Group’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
Q4 		– Sell
-7
Closed -$407 – 160
2024
Q3 		$407 Buy
+7
New +$401 ﹤0.01% 635

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Voisard Asset Management Group's CBU Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Community Bank (CBU) in Q4 2024, closing a stake of 7 shares — an estimated $407 sold.

Voisard Asset Management Group first reported a position in CBU in Q3 2024 and held it in 1 quarter. The position peaked at $407 in Q3 2024. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 7 Community Bank shares in Q4 2024, an estimated $407.
  • Voisard Asset Management Group first reported a position in Community Bank in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Community Bank position peaked at $407 in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.