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  Name: COBBLESTONE CAPITAL ADVISORS LLC /NY/
  City: ROCHESTER
  State: NY
  Zip: 14618
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,588,125,000
  Total Value Change : $68,171,000
  Securities Held Change : 6
   
All Securities Held : 282
  New Positions : 10
  Closed Positions : 5
  Increased Positions : 84
  Unchanged Positions : 86
  Decreased Positions : 102

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GIS)1 Year Chart         GIS General Mills Inc 285 Closed $65.50 $0 0 0% -205,000 -3,150 0    Food - Major Diversified
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 284 Closed $110.28 $0 0 0% -1,339,000 -12,155 0    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 283 Closed $215.73 $0 0 0% -2,461,000 -12,875 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 287 Closed $177.81 $0 0 0% -441,000 -1,775 0    Auto Manufacturers
   (JPEM)1 Year Chart         JPEM Jpmorgan Diversified Return... 286 Closed $54.71 $0 0 0% -236,000 -4,518 0    N/A

      5 Records Found
  1    
Page 1 of 1
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