CPA
CWBC

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

Capital Performance 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
2024
Q4 		– Sell
-11
Closed -$212 – 787
2024
Q3 		$212 Buy
+11
New +$216 ﹤0.01% 2546

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PCA
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SFM
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Ameriprise
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Capital Performance Advisors's CWBC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Community West Bancshares (CWBC) in Q4 2024, closing a stake of 11 shares — an estimated $212 sold.

Capital Performance Advisors first reported a position in CWBC in Q3 2024 and held it in 1 quarter. The position peaked at $212 in Q3 2024. 91 funds tracked by Wall St. Rank hold CWBC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Community West Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 11 Community West Bancshares shares in Q4 2024, an estimated $212.
  • Capital Performance Advisors first reported a position in Community West Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Community West Bancshares position peaked at $212 in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2024.

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