Apollon Wealth Management’s CVB Financial CVBF Stock Holding History

Apollon 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
2020 Q3	–	Sell	-651	Closed	-$12K	–	271
2020 Q2	$12K	Buy	+651	New	+$12.4K	0.01%	468

Other funds holding CVBF

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIP

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

Apollon Wealth Management's CVBF Position: Q3 2020 in Review

Apollon Wealth Management sold out of CVB Financial (CVBF) in Q3 2020, closing a stake of 651 shares — an estimated $12K sold.

Apollon Wealth Management first reported a position in CVBF in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 178 funds tracked by Wall St. Rank hold CVBF as of Q3 2020.

Apollon Wealth Management reported no remaining CVB Financial position as of Q3 2020 after selling out during the quarter.
Apollon Wealth Management sold 651 CVB Financial shares in Q3 2020, an estimated $12K.
Apollon Wealth Management first reported a position in CVB Financial in Q2 2020 and held it in 1 quarter.
Apollon Wealth Management's CVB Financial position peaked at $12K in Q2 2020.
178 funds tracked by Wall St. Rank held CVB Financial as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.