ClariVest Asset Management’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $933K | Hold |
50,418
| – | – | 0.1% | 278 |
|
|
2024
Q2 | $933K | Buy |
50,418
+1,376
| +3% | +$24.1K | 0.1% | 278 |
|
|
2024
Q1 | $975K | Buy |
49,042
+111
| +0.2% | +$2.14K | 0.1% | 274 |
|
|
2023
Q4 | $1.09M | Buy |
48,931
+1,168
| +2% | +$20.4K | 0.06% | 235 |
|
|
2023
Q3 | $673K | Sell |
47,763
-53
| -0.1% | -$813 | 0.04% | 310 |
|
|
2023
Q2 | $738K | Buy |
47,816
+8,685
| +22% | +$135K | 0.04% | 304 |
|
|
2023
Q1 | $805K | Sell |
39,131
-122
| -0.3% | -$2.83K | 0.04% | 305 |
|
|
2022
Q4 | $831K | Sell |
39,253
-500
| -1% | -$9.74K | 0.04% | 302 |
|
|
2022
Q3 | $704K | Hold |
39,753
| – | – | 0.03% | 311 |
|
|
2022
Q2 | $577K | Hold |
39,753
| – | – | 0.03% | 356 |
|
|
2022
Q1 | $928K | Sell |
39,753
-6,000
| -13% | -$137K | 0.04% | 294 |
|
|
2021
Q4 | $950K | Sell |
45,753
-800
| -2% | -$17K | 0.03% | 330 |
|
|
2021
Q3 | $1M | Buy |
46,553
+21,500
| +86% | +$464K | 0.03% | 323 |
|
|
2021
Q2 | $505K | Sell |
25,053
-18
| -0.1% | -$360 | 0.02% | 428 |
|
|
2021
Q1 | $461K | Buy |
25,071
+1,300
| +5% | +$22.7K | 0.02% | 424 |
|
|
2020
Q4 | $354K | Sell |
23,771
-300
| -1% | -$4.3K | 0.01% | 440 |
|
|
2020
Q3 | $297K | Sell |
24,071
-1,429
| -6% | -$18.6K | 0.01% | 415 |
|
|
2020
Q2 | $392K | Sell |
25,500
-1,500
| -6% | -$20.8K | 0.01% | 442 |
|
|
2020
Q1 | $352K | Sell |
27,000
-1,500
| -5% | -$26.7K | 0.01% | 431 |
|
|
2019
Q4 | $618K | Sell |
28,500
-100
| -0.3% | -$2.09K | 0.01% | 405 |
|
|
2019
Q3 | $582K | Sell |
28,600
-300
| -1% | -$6.14K | 0.01% | 400 |
|
|
2019
Q2 | $620K | Sell |
28,900
-6,300
| -18% | -$126K | 0.01% | 347 |
|
|
2019
Q1 | $688K | Buy |
35,200
+2,200
| +7% | +$43.1K | 0.01% | 437 |
|
|
2018
Q4 | $623K | Sell |
33,000
-3,400
| -9% | -$67.6K | 0.01% | 440 |
|
|
2018
Q3 | $787K | Sell |
36,400
-2,600
| -7% | -$55.9K | 0.01% | 455 |
|
|
2018
Q2 | $825K | Buy |
39,000
+300
| +0.8% | +$6.29K | 0.01% | 468 |
|
|
2018
Q1 | $756K | Buy |
38,700
+900
| +2% | +$17.9K | 0.01% | 463 |
|
|
2017
Q4 | $763K | Hold |
37,800
| – | – | 0.01% | 451 |
|
|
2017
Q3 | $843K | Buy |
37,800
+300
| +0.8% | +$6.25K | 0.02% | 347 |
|
|
2017
Q2 | $831K | Sell |
37,500
-100
| -0.3% | -$2.13K | 0.02% | 356 |
|
|
2017
Q1 | $771K | Buy |
37,600
+400
| +1% | +$8.11K | 0.02% | 360 |
|
|
2016
Q4 | $742K | Buy |
37,200
+2,800
| +8% | +$46.7K | 0.02% | 371 |
|
|
2016
Q3 | $545K | Buy |
34,400
+7,700
| +29% | +$117K | 0.02% | 370 |
|
|
2016
Q2 | $374K | Buy |
+26,700
| New | +$340K | 0.01% | 398 |
|
Other funds holding CWBC
FL
PMG
PCA
SFM
ClariVest Asset Management's CWBC Position: Q3 2024 in Review
ClariVest Asset Management held its Community West Bancshares (CWBC) position steady in Q3 2024 at 50,418 shares worth $933K. The position accounts for 0.1% of the portfolio, ranked #278.
ClariVest Asset Management first reported a position in CWBC in Q2 2016 and has held it in 34 quarters since. The position peaked at $1.09M in Q4 2023. 83 funds tracked by Wall St. Rank hold CWBC as of Q3 2024.
- ClariVest Asset Management held 50,418 shares of Community West Bancshares worth $933K as of Q3 2024.
- ClariVest Asset Management left its Community West Bancshares share count unchanged in Q3 2024.
- Community West Bancshares made up 0.1% of ClariVest Asset Management's portfolio in Q3 2024, its #278 holding.
- ClariVest Asset Management first reported a position in Community West Bancshares in Q2 2016 and has held it in 34 quarters since.
- ClariVest Asset Management's Community West Bancshares position peaked at $1.09M in Q4 2023.
- 83 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2024.
Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.