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Wealth Quarterback’s Community Bank CBU Stock Holding History

Wealth Quarterback’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
2021
Q3 		$1K Buy
3,421
+3,371
+6,742% +$242K ﹤0.01% 769
2021
Q2 		$4K Buy
+50
New +$3.94K ﹤0.01% 629
2020
Q2 		– Sell
-50
Closed -$2.94K – 205
2020
Q1 		$2.94K Sell
50
-100
-67% -$6.49K ﹤0.01% 700
2019
Q4 		$10.6K Buy
+150
New +$10.1K 0.01% 515

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Quarterback's CBU Position: Q3 2021 in Review

Wealth Quarterback increased its Community Bank (CBU) stake by 6,742% in Q3 2021, buying an estimated $242K and bringing the position to 3,421 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Wealth Quarterback first reported a position in CBU in Q4 2019 and has held it in 4 quarters since. The position peaked at $10.6K in Q4 2019. 237 funds tracked by Wall St. Rank hold CBU as of Q3 2021.

  • Wealth Quarterback held 3,421 shares of Community Bank worth $1K as of Q3 2021.
  • Wealth Quarterback bought 3,371 Community Bank shares in Q3 2021, an estimated $242K.
  • Community Bank made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #769 holding.
  • Wealth Quarterback first reported a position in Community Bank in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Community Bank position peaked at $10.6K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held Community Bank as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.