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ALPS Advisors’s CVB Financial CVBF Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-18,535
Closed -$374K – 997
2023
Q4 		$374K Sell
18,535
-1,055
-5% -$18.7K ﹤0.01% 719
2023
Q3 		$325K Buy
+19,590
New +$332K ﹤0.01% 793
2021
Q1 		– Sell
-15,506
Closed -$302K – 891
2020
Q4 		$302K Sell
15,506
-471
-3% -$8.91K ﹤0.01% 707
2020
Q3 		$266K Buy
+15,977
New +$285K ﹤0.01% 656
2020
Q1 		– Sell
-16,181
Closed -$349K – 821
2019
Q4 		$349K Sell
16,181
-703
-4% -$14.9K ﹤0.01% 728
2019
Q3 		$352K Buy
+16,884
New +$353K ﹤0.01% 727
2016
Q1 		– Sell
-29,381
Closed -$497K – 680
2015
Q4 		$497K Hold
29,381
– – ﹤0.01% 456
2015
Q3 		$4.91K Buy
+29,381
New +$503K 0.01% 414

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's CVBF Position: Q1 2024 in Review

ALPS Advisors sold out of CVB Financial (CVBF) in Q1 2024, closing a stake of 18,535 shares — an estimated $374K sold.

ALPS Advisors first reported a position in CVBF in Q3 2015 and held it in 8 quarters. The position peaked at $497K in Q4 2015. 224 funds tracked by Wall St. Rank hold CVBF as of Q1 2024.

  • ALPS Advisors reported no remaining CVB Financial position as of Q1 2024 after selling out during the quarter.
  • ALPS Advisors sold 18,535 CVB Financial shares in Q1 2024, an estimated $374K.
  • ALPS Advisors first reported a position in CVB Financial in Q3 2015 and held it in 8 quarters.
  • ALPS Advisors's CVB Financial position peaked at $497K in Q4 2015.
  • 224 funds tracked by Wall St. Rank held CVB Financial as of Q1 2024.

Based on ALPS Advisors's 13F filing for Q1 2024, filed 14 May 2024.