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Wealthquest’s Civista Bancshares CIVB Stock Holding History

Wealthquest’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-90,759
Closed -$1.67M – 134
2023
Q4 		$1.67M Hold
90,759
– – 0.19% 38
2023
Q3 		$1.41M Hold
90,759
– – 0.17% 41
2023
Q2 		$1.58M Hold
90,759
– – 0.19% 42
2023
Q1 		$1.53M Buy
90,759
+41,541
+84% +$862K 0.2% 39
2022
Q4 		$1.08M Buy
+49,218
New +$1.11M 0.14% 48

Other funds holding CIVB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Wealthquest's CIVB Position: Q1 2024 in Review

Wealthquest sold out of Civista Bancshares (CIVB) in Q1 2024, closing a stake of 90,759 shares — an estimated $1.67M sold.

Wealthquest first reported a position in CIVB in Q4 2022 and held it in 5 quarters. The position peaked at $1.67M in Q4 2023. 95 funds tracked by Wall St. Rank hold CIVB as of Q1 2024.

  • Wealthquest reported no remaining Civista Bancshares position as of Q1 2024 after selling out during the quarter.
  • Wealthquest sold 90,759 Civista Bancshares shares in Q1 2024, an estimated $1.67M.
  • Wealthquest first reported a position in Civista Bancshares in Q4 2022 and held it in 5 quarters.
  • Wealthquest's Civista Bancshares position peaked at $1.67M in Q4 2023.
  • 95 funds tracked by Wall St. Rank held Civista Bancshares as of Q1 2024.

Based on Wealthquest's 13F filing for Q1 2024, filed 9 May 2024.