WI
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WBI Investments’s C&F Financial CFFI Stock Holding History

WBI Investments’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,475
Closed -$432K – 191
2021
Q2 		$432K Sell
8,475
-4,268
-33% -$200K 0.07% 131
2021
Q1 		$564K Buy
12,743
+4,682
+58% +$201K 0.09% 143
2020
Q4 		$299K Buy
+8,061
New +$278K 0.05% 149

Other funds holding CFFI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBI Investments's CFFI Position: Q3 2021 in Review

WBI Investments sold out of C&F Financial (CFFI) in Q3 2021, closing a stake of 8,475 shares — an estimated $432K sold.

WBI Investments first reported a position in CFFI in Q4 2020 and held it in 3 quarters. The position peaked at $564K in Q1 2021. 44 funds tracked by Wall St. Rank hold CFFI as of Q3 2021.

  • WBI Investments reported no remaining C&F Financial position as of Q3 2021 after selling out during the quarter.
  • WBI Investments sold 8,475 C&F Financial shares in Q3 2021, an estimated $432K.
  • WBI Investments first reported a position in C&F Financial in Q4 2020 and held it in 3 quarters.
  • WBI Investments's C&F Financial position peaked at $564K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held C&F Financial as of Q3 2021.

Based on WBI Investments's 13F filing for Q3 2021, filed 9 Nov 2021.