Wipfli Financial Advisors’s Community Bank CBU Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$29K	Buy	+485	New	+$31.9K	﹤0.01%	1389

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's CBU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Community Bank (CBU) in Q3 2022: 485 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings.

249 funds tracked by Wall St. Rank hold CBU as of Q3 2022.

Wipfli Financial Advisors held 485 shares of Community Bank worth $29K as of Q3 2022.
Community Bank was a new Wipfli Financial Advisors position in Q3 2022.
Community Bank made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1389 holding.
249 funds tracked by Wall St. Rank held Community Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.