AWM
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Abound Wealth Management’s CVB Financial CVBF Stock Holding History

Abound Wealth Management’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16
Closed -$286 – 1200
2024
Q1 		$286 Hold
16
– – ﹤0.01% 1157
2023
Q4 		$324 Sell
16
-8
-33% -$142 ﹤0.01% 1124
2023
Q3 		$398 Hold
24
– – ﹤0.01% 885
2023
Q2 		$319 Buy
+24
New +$331 ﹤0.01% 1018

Other funds holding CVBF

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Abound Wealth Management's CVBF Position: Q2 2024 in Review

Abound Wealth Management sold out of CVB Financial (CVBF) in Q2 2024, closing a stake of 16 shares — an estimated $286 sold.

Abound Wealth Management first reported a position in CVBF in Q2 2023 and held it in 4 quarters. The position peaked at $398 in Q3 2023. 220 funds tracked by Wall St. Rank hold CVBF as of Q2 2024.

  • Abound Wealth Management reported no remaining CVB Financial position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 16 CVB Financial shares in Q2 2024, an estimated $286.
  • Abound Wealth Management first reported a position in CVB Financial in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's CVB Financial position peaked at $398 in Q3 2023.
  • 220 funds tracked by Wall St. Rank held CVB Financial as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.