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Capital Performance Advisors’s CVB Financial CVBF Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-121
Closed -$2.16K – 775
2024
Q3 		$2.16K Buy
+121
New +$2.16K ﹤0.01% 1522

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Capital Performance Advisors's CVBF Position: Q4 2024 in Review

Capital Performance Advisors sold out of CVB Financial (CVBF) in Q4 2024, closing a stake of 121 shares — an estimated $2.16K sold.

Capital Performance Advisors first reported a position in CVBF in Q3 2024 and held it in 1 quarter. The position peaked at $2.16K in Q3 2024. 230 funds tracked by Wall St. Rank hold CVBF as of Q4 2024.

  • Capital Performance Advisors reported no remaining CVB Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 121 CVB Financial shares in Q4 2024, an estimated $2.16K.
  • Capital Performance Advisors first reported a position in CVB Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CVB Financial position peaked at $2.16K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held CVB Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.