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Cetera Advisor Networks’s CVB Financial CVBF Stock Holding History

Cetera Advisor Networks’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
2022
Q3 		– Sell
-18,634
Closed -$462K – 2107
2022
Q2 		$462K Buy
+18,634
New +$446K 0.01% 1326
2020
Q3 		– Sell
-1,923
Closed -$36K – 1584
2020
Q2 		$36K Buy
+1,923
New +$36.7K ﹤0.01% 2082

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Advisor Networks's CVBF Position: Q3 2022 in Review

Cetera Advisor Networks sold out of CVB Financial (CVBF) in Q3 2022, closing a stake of 18,634 shares — an estimated $462K sold.

Cetera Advisor Networks first reported a position in CVBF in Q2 2020 and held it in 2 quarters. The position peaked at $462K in Q2 2022. 237 funds tracked by Wall St. Rank hold CVBF as of Q3 2022.

  • Cetera Advisor Networks reported no remaining CVB Financial position as of Q3 2022 after selling out during the quarter.
  • Cetera Advisor Networks sold 18,634 CVB Financial shares in Q3 2022, an estimated $462K.
  • Cetera Advisor Networks first reported a position in CVB Financial in Q2 2020 and held it in 2 quarters.
  • Cetera Advisor Networks's CVB Financial position peaked at $462K in Q2 2022.
  • 237 funds tracked by Wall St. Rank held CVB Financial as of Q3 2022.

Based on Cetera Advisor Networks's 13F filing for Q3 2022, filed 14 Nov 2022.