Berman Capital Advisors’s Community West Bancshares CWBC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$8K	Sell	377 -216	-36%	-$4.66K	﹤0.01%	1248
2021 Q2	$11K	Sell	593 -124	-17%	-$2.48K	﹤0.01%	1108
2021 Q1	$13K	Sell	717 -26	-3%	-$454	﹤0.01%	936
2020 Q4	$11K	Hold	743	–	–	﹤0.01%	873
2020 Q3	$9K	Buy	743 +542	+270%	+$7.05K	﹤0.01%	822
2020 Q2	$3K	Buy	+201	New	+$2.78K	﹤0.01%	1121

Other funds holding CWBC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Berman Capital Advisors reduced its Community West Bancshares (CWBC) stake by 36% in Q3 2021, selling an estimated $4.66K and leaving 377 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Berman Capital Advisors first reported a position in CWBC in Q2 2020 and has held it in 6 quarters since. The position peaked at $13K in Q1 2021. 67 funds tracked by Wall St. Rank hold CWBC as of Q3 2021.

Berman Capital Advisors held 377 shares of Community West Bancshares worth $8K as of Q3 2021.
Berman Capital Advisors sold 216 Community West Bancshares shares in Q3 2021, an estimated $4.66K.
Community West Bancshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1248 holding.
Berman Capital Advisors first reported a position in Community West Bancshares in Q2 2020 and has held it in 6 quarters since.
Berman Capital Advisors's Community West Bancshares position peaked at $13K in Q1 2021.
67 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2021.

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