CAPTRUST Financial Advisors
CWBC

CAPTRUST Financial Advisors’s Community West Bancshares CWBC Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-3,313
Closed -$48K – 2520
2022
Q2 		$48K Buy
3,313
+1,390
+72% +$25.5K ﹤0.01% 2787
2022
Q1 		$45K Hold
1,923
– – ﹤0.01% 2854
2021
Q4 		$40K Sell
1,923
-53
-3% -$1.13K ﹤0.01% 2828
2021
Q3 		$42K Hold
1,976
– – ﹤0.01% 2689
2021
Q2 		$40K Buy
1,976
+1,788
+951% +$35.8K ﹤0.01% 2651
2021
Q1 		$3K Buy
+188
New +$3.28K ﹤0.01% 3901

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

CAPTRUST Financial Advisors's CWBC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Community West Bancshares (CWBC) in Q3 2022, closing a stake of 3,313 shares — an estimated $48K sold.

CAPTRUST Financial Advisors first reported a position in CWBC in Q1 2021 and held it in 6 quarters. The position peaked at $48K in Q2 2022. 59 funds tracked by Wall St. Rank hold CWBC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Community West Bancshares position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,313 Community West Bancshares shares in Q3 2022, an estimated $48K.
  • CAPTRUST Financial Advisors first reported a position in Community West Bancshares in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Community West Bancshares position peaked at $48K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.