CASC
CWBC

Coppell Advisory Solutions Corp’s Community West BanCshares CWBC Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-282
Closed -$18.1K – 1216
2022
Q4 		$18.1K Buy
+282
New +$4.08K 0.01% 515

Other funds holding CWBC

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MI
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CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Coppell Advisory Solutions Corp's CWBC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Community West BanCshares (CWBC) in Q1 2023, closing a stake of 282 shares — an estimated $18.1K sold.

Coppell Advisory Solutions Corp first reported a position in CWBC in Q4 2022 and held it in 1 quarter. The position peaked at $18.1K in Q4 2022. 27 funds tracked by Wall St. Rank hold CWBC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Community West BanCshares position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 282 Community West BanCshares shares in Q1 2023, an estimated $18.1K.
  • Coppell Advisory Solutions Corp first reported a position in Community West BanCshares in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Community West BanCshares position peaked at $18.1K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Community West BanCshares as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.