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
-62,197
Closed -$931K – 131
2022
Q4 		$931K Sell
62,197
-4,871
-7% -$70.5K 0.41% 58
2022
Q3 		$936K Sell
67,068
-700
-1% -$9.8K 0.39% 63
2022
Q2 		$970K Sell
67,768
-600
-0.9% -$8.31K 0.39% 65
2022
Q1 		$958K Sell
68,368
-1,400
-2% -$19.5K 0.32% 79
2021
Q4 		$936K Hold
69,768
– – 0.32% 73
2021
Q3 		$910K Sell
69,768
-2,800
-4% -$37.3K 0.31% 80
2021
Q2 		$972K Hold
72,568
– – 0.36% 74
2021
Q1 		$932K Buy
72,568
+1,513
+2% +$15.6K 0.3% 77
2020
Q4 		$645K Sell
71,055
-200
-0.3% -$1.71K 0.22% 98
2020
Q3 		$572K Hold
71,255
– – 0.24% 98
2020
Q2 		$600K Hold
71,255
– – 0.24% 97
2020
Q1 		$434K Sell
71,255
-18,660
-21% -$183K 0.16% 115
2019
Q4 		$998K Sell
89,915
-3,331
-4% -$34.9K 0.23% 99
2019
Q3 		$922K Sell
93,246
-700
-0.7% -$6.82K 0.22% 101
2019
Q2 		$907K Buy
93,946
+349
+0.4% +$3.47K 0.22% 98
2019
Q1 		$953K Buy
93,597
+13,839
+17% +$141K 0.24% 94
2018
Q4 		$800K Buy
79,758
+5,492
+7% +$60.4K 0.21% 98
2018
Q3 		$891K Buy
74,266
+4,462
+6% +$53.9K 0.22% 94
2018
Q2 		$824K Buy
69,804
+10,265
+17% +$118K 0.24% 85
2018
Q1 		$676K Buy
59,539
+1,200
+2% +$13.4K 0.22% 85
2017
Q4 		$621K Hold
58,339
– – 0.22% 84
2017
Q3 		$607K Sell
58,339
-1,935
-3% -$19.8K 0.2% 91
2017
Q2 		$609K Buy
60,274
+2,961
+5% +$30K 0.2% 85
2017
Q1 		$585K Buy
57,313
+7,481
+15% +$74.7K 0.23% 84
2016
Q4 		$460K Buy
49,832
+300
+0.6% +$2.63K 0.19% 88
2016
Q3 		$411K Buy
49,532
+10,200
+26% +$81.3K 0.27% 71
2016
Q2 		$289K Sell
39,332
-900
-2% -$6.54K 0.21% 75
2016
Q1 		$274K Buy
40,232
+4,900
+14% +$34.4K 0.18% 70
2015
Q4 		$246K Buy
+35,332
New +$248K 0.26% 65

Other funds holding CWBC

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 62,197 shares — an estimated $931K sold.

BHZ Capital Management first reported a position in CWBC in Q4 2015 and held it in 29 quarters. The position peaked at $998K in Q4 2019. 27 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 62,197 Community West BanCshares shares in Q1 2023, an estimated $931K.
  • 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 $998K in Q4 2019.
  • 27 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.