ASN
CWBC

Advisory Services Network’s Community West Bancshares CWBC Stock Holding History

Advisory Services Network’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-295
Closed -$4.22K – 3376
2020
Q3 		$4K Buy
+295
New +$3.84K ﹤0.01% 2836

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's CWBC Position: Q4 2020 in Review

Advisory Services Network sold out of Community West Bancshares (CWBC) in Q4 2020, closing a stake of 295 shares — an estimated $4.22K sold.

Advisory Services Network first reported a position in CWBC in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 73 funds tracked by Wall St. Rank hold CWBC as of Q4 2020.

  • Advisory Services Network reported no remaining Community West Bancshares position as of Q4 2020 after selling out during the quarter.
  • Advisory Services Network sold 295 Community West Bancshares shares in Q4 2020, an estimated $4.22K.
  • Advisory Services Network first reported a position in Community West Bancshares in Q3 2020 and held it in 1 quarter.
  • Advisory Services Network's Community West Bancshares position peaked at $4K in Q3 2020.
  • 73 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.