Arlington Financial Advisors’s Community West BanCshares CWBC Stock Holding History

Arlington Financial Advisors’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
2023 Q3	–	Sell	-11,850	Closed	-$145K	–	64
2023 Q2	$145K	Hold	11,850	–	–	0.05%	58
2023 Q1	$150K	Buy	+11,850	New	+$170K	0.06%	58
2019 Q4	–	Sell	-15,700	Closed	-$155K	–	61
2019 Q3	$155K	Sell	15,700 -3,000	-16%	-$29.2K	0.09%	53
2019 Q2	$180K	Hold	18,700	–	–	0.1%	54
2019 Q1	$190K	Hold	18,700	–	–	0.11%	56
2018 Q4	$188K	Sell	18,700 -1,400	-7%	-$15.4K	0.08%	76
2018 Q3	$225K	Hold	20,100	–	–	0.14%	51
2018 Q2	$242K	Hold	20,100	–	–	0.14%	55
2018 Q1	$222K	Hold	20,100	–	–	0.15%	50
2017 Q4	$226K	Buy	+20,100	New	+$211K	0.11%	51

Other funds holding CWBC

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Arlington Financial Advisors's CWBC Position: Q3 2023 in Review

Arlington Financial Advisors sold out of Community West BanCshares (CWBC) in Q3 2023, closing a stake of 11,850 shares — an estimated $145K sold.

Arlington Financial Advisors first reported a position in CWBC in Q4 2017 and held it in 10 quarters. The position peaked at $242K in Q2 2018. 29 funds tracked by Wall St. Rank hold CWBC as of Q3 2023.

Arlington Financial Advisors reported no remaining Community West BanCshares position as of Q3 2023 after selling out during the quarter.
Arlington Financial Advisors sold 11,850 Community West BanCshares shares in Q3 2023, an estimated $145K.
Arlington Financial Advisors first reported a position in Community West BanCshares in Q4 2017 and held it in 10 quarters.
Arlington Financial Advisors's Community West BanCshares position peaked at $242K in Q2 2018.
29 funds tracked by Wall St. Rank held Community West BanCshares as of Q3 2023.

Based on Arlington Financial Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.