AAS
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Avantax Advisory Services’s CVB Financial CVBF Stock Holding History

Avantax Advisory Services’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
Q3 		– Sell
-13,106
Closed -$226K – 2137
2024
Q2 		$226K Buy
+13,106
New +$218K ﹤0.01% 1888
2020
Q4 		– Sell
-80,491
Closed -$1.34M – 1017
2020
Q3 		$1.34M Buy
+80,491
New +$1.44M 0.02% 446

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's CVBF Position: Q3 2024 in Review

Avantax Advisory Services sold out of CVB Financial (CVBF) in Q3 2024, closing a stake of 13,106 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in CVBF in Q3 2020 and held it in 2 quarters. The position peaked at $1.34M in Q3 2020. 232 funds tracked by Wall St. Rank hold CVBF as of Q3 2024.

  • Avantax Advisory Services reported no remaining CVB Financial position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 13,106 CVB Financial shares in Q3 2024, an estimated $226K.
  • Avantax Advisory Services first reported a position in CVB Financial in Q3 2020 and held it in 2 quarters.
  • Avantax Advisory Services's CVB Financial position peaked at $1.34M in Q3 2020.
  • 232 funds tracked by Wall St. Rank held CVB Financial as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.