AWM
CWBC

Avior Wealth Management’s Community West Bancshares CWBC Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-1
Closed -$19 – 2617
2024
Q1 		$19 Buy
+1
New +$19 ﹤0.01% 3691

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PMG
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PCA
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Avior Wealth Management's CWBC Position: Q2 2024 in Review

Avior Wealth Management sold out of Community West Bancshares (CWBC) in Q2 2024, closing a stake of 1 share — an estimated $19 sold.

Avior Wealth Management first reported a position in CWBC in Q1 2024 and held it in 1 quarter. The position peaked at $19 in Q1 2024. 77 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

  • Avior Wealth Management reported no remaining Community West Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Community West Bancshares share in Q2 2024, an estimated $19.
  • Avior Wealth Management first reported a position in Community West Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Community West Bancshares position peaked at $19 in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.