Concord Wealth Partners’s CVB Financial CVBF Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-49	Closed	-$1K	–	1257
2022 Q1	$1K	Hold	49	–	–	﹤0.01%	1183
2021 Q4	$1K	Buy	+49	New	+$1K	﹤0.01%	1204
2021 Q3	–	Sell	-49	Closed	-$1K	–	933
2021 Q2	$1K	Buy	+49	New	+$1.07K	﹤0.01%	954

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concord Wealth Partners's CVBF Position: Q2 2022 in Review

Concord Wealth Partners sold out of CVB Financial (CVBF) in Q2 2022, closing a stake of 49 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in CVBF in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 216 funds tracked by Wall St. Rank hold CVBF as of Q2 2022.

Concord Wealth Partners reported no remaining CVB Financial position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 49 CVB Financial shares in Q2 2022, an estimated $1K.
Concord Wealth Partners first reported a position in CVB Financial in Q2 2021 and held it in 3 quarters.
Concord Wealth Partners's CVB Financial position peaked at $1K in Q1 2022.
216 funds tracked by Wall St. Rank held CVB Financial as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.