BAM
CVBF icon

Belpointe Asset Management’s CVB Financial CVBF Stock Holding History

Belpointe Asset 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
2023
Q1 		– Sell
-800
Closed -$20.6K – 3747
2022
Q4 		$20.6K Buy
+800
New +$21.8K ﹤0.01% 2163

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's CVBF Position: Q1 2023 in Review

Belpointe Asset Management sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 800 shares — an estimated $20.6K sold.

Belpointe Asset Management first reported a position in CVBF in Q4 2022 and held it in 1 quarter. The position peaked at $20.6K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

  • Belpointe Asset Management reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 800 CVB Financial shares in Q1 2023, an estimated $20.6K.
  • Belpointe Asset Management first reported a position in CVB Financial in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's CVB Financial position peaked at $20.6K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.