Belvedere Trading
CVBF icon

Belvedere Trading’s CVB Financial CVBF Stock Holding History

Belvedere Trading’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
Q4 		– Sell
-12,805
Closed -$212K – 847
2023
Q3 		$212K Buy
+12,805
New +$217K ﹤0.01% 214
2023
Q2 		– Sell
-6,111
Closed -$102K – 903
2023
Q1 		$102K Buy
+6,111
New +$139K ﹤0.01% 468

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Belvedere Trading's CVBF Position: Q4 2023 in Review

Belvedere Trading sold out of CVB Financial (CVBF) in Q4 2023, closing a stake of 12,805 shares — an estimated $212K sold.

Belvedere Trading first reported a position in CVBF in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q3 2023. 224 funds tracked by Wall St. Rank hold CVBF as of Q4 2023.

  • Belvedere Trading reported no remaining CVB Financial position as of Q4 2023 after selling out during the quarter.
  • Belvedere Trading sold 12,805 CVB Financial shares in Q4 2023, an estimated $212K.
  • Belvedere Trading first reported a position in CVB Financial in Q1 2023 and held it in 2 quarters.
  • Belvedere Trading's CVB Financial position peaked at $212K in Q3 2023.
  • 224 funds tracked by Wall St. Rank held CVB Financial as of Q4 2023.

Based on Belvedere Trading's 13F filing for Q4 2023, filed 13 Feb 2024.