BCA
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Berman Capital Advisors’s CVB Financial CVBF Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-113
Closed -$2K – 2091
2021
Q2 		$2K Buy
113
+1
+0.9% +$22 ﹤0.01% 1576
2021
Q1 		$2K Sell
112
-92
-45% -$2K ﹤0.01% 1494
2020
Q4 		$3K Buy
204
+2
+1% +$38 ﹤0.01% 1281
2020
Q3 		$3K Buy
202
+56
+38% +$1K ﹤0.01% 1177
2020
Q2 		$2K Buy
146
+1
+0.7% +$19 ﹤0.01% 1253
2020
Q1 		$2K Buy
+145
New +$2.92K ﹤0.01% 1110
2019
Q1 		– Sell
-55
Closed -$1K – 1362
2018
Q4 		$1K Buy
+55
New +$1.19K ﹤0.01% 973

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's CVBF Position: Q3 2021 in Review

Berman Capital Advisors sold out of CVB Financial (CVBF) in Q3 2021, closing a stake of 113 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in CVBF in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2020. 185 funds tracked by Wall St. Rank hold CVBF as of Q3 2021.

  • Berman Capital Advisors reported no remaining CVB Financial position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 113 CVB Financial shares in Q3 2021, an estimated $2K.
  • Berman Capital Advisors first reported a position in CVB Financial in Q4 2018 and held it in 7 quarters.
  • Berman Capital Advisors's CVB Financial position peaked at $3K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held CVB Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.