BCM
CWBC

BHZ Capital Management’s Community West Bancshares CWBC Stock Holding History

BHZ Capital 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
2023
Q1 		– Sell
-18,637
Closed -$395K – 115
2022
Q4 		$395K Hold
18,637
– – 0.17% 93
2022
Q3 		$330K Sell
18,637
-2,209
-11% -$37.5K 0.14% 99
2022
Q2 		$302K Sell
20,846
-137,491
-87% -$2.52M 0.12% 102
2022
Q1 		$3.7M Sell
158,337
-55,975
-26% -$1.28M 1.25% 24
2021
Q4 		$4.45M Sell
214,312
-4,593
-2% -$97.7K 1.51% 20
2021
Q3 		$4.71M Hold
218,905
– – 1.6% 19
2021
Q2 		$4.41M Hold
218,905
– – 1.64% 20
2021
Q1 		$4.03M Sell
218,905
-6,500
-3% -$113K 1.28% 25
2020
Q4 		$3.36M Buy
225,405
+3,845
+2% +$55.1K 1.13% 29
2020
Q3 		$2.74M Buy
221,560
+2,501
+1% +$32.5K 1.16% 26
2020
Q2 		$3.37M Buy
219,059
+138
+0.1% +$1.91K 1.33% 24
2020
Q1 		$2.85M Buy
218,921
+81,658
+59% +$1.45M 1.07% 29
2019
Q4 		$2.97M Sell
137,263
-5,522
-4% -$115K 0.7% 49
2019
Q3 		$2.91M Sell
142,785
-370
-0.3% -$7.57K 0.7% 47
2019
Q2 		$3.07M Sell
143,155
-300
-0.2% -$5.98K 0.74% 42
2019
Q1 		$2.81M Hold
143,455
– – 0.7% 46
2018
Q4 		$2.71M Sell
143,455
-4,673
-3% -$92.9K 0.71% 43
2018
Q3 		$3.2M Sell
148,128
-14,814
-9% -$319K 0.8% 34
2018
Q2 		$3.45M Buy
162,942
+15,806
+11% +$331K 0.99% 32
2018
Q1 		$2.88M Buy
147,136
+15,135
+11% +$302K 0.95% 29
2017
Q4 		$2.66M Buy
132,001
+11,006
+9% +$225K 0.95% 31
2017
Q3 		$2.7M Buy
120,995
+344
+0.3% +$7.16K 0.88% 31
2017
Q2 		$2.67M Sell
120,651
-2,568
-2% -$54.7K 0.89% 31
2017
Q1 		$2.53M Sell
123,219
-987
-0.8% -$20K 0.97% 33
2016
Q4 		$2.48M Buy
124,206
+33,169
+36% +$553K 1.02% 27
2016
Q3 		$1.44M Sell
91,037
-31,368
-26% -$475K 0.94% 30
2016
Q2 		$1.71M Sell
122,405
-39,167
-24% -$499K 1.24% 23
2016
Q1 		$1.8M Hold
161,572
– – 1.21% 22
2015
Q4 		$1.94M Buy
+161,572
New +$1.85M 2.06% 11

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BHZ Capital Management's CWBC Position: Q1 2023 in Review

BHZ Capital Management sold out of Community West Bancshares (CWBC) in Q1 2023, closing a stake of 18,637 shares — an estimated $395K sold.

BHZ Capital Management first reported a position in CWBC in Q4 2015 and held it in 29 quarters. The position peaked at $4.71M in Q3 2021. 65 funds tracked by Wall St. Rank hold CWBC as of Q1 2023.

  • BHZ Capital Management reported no remaining Community West Bancshares position as of Q1 2023 after selling out during the quarter.
  • BHZ Capital Management sold 18,637 Community West Bancshares shares in Q1 2023, an estimated $395K.
  • BHZ Capital Management first reported a position in Community West Bancshares in Q4 2015 and held it in 29 quarters.
  • BHZ Capital Management's Community West Bancshares position peaked at $4.71M in Q3 2021.
  • 65 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2023.

Based on BHZ Capital Management's 13F filing for Q1 2023, filed 16 May 2023.