CAS
CWBC

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

Coppell Advisory Solutions’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
Q4 		– Sell
-195
Closed -$12.5K – 1944
2023
Q3 		$12.5K Sell
195
-12,061
-98% -$157K ﹤0.01% 577
2023
Q2 		$854K Buy
+12,256
New +$145K 0.24% 96
2023
Q1 		– Sell
-282
Closed -$18.1K – 1216
2022
Q4 		$18.1K Buy
+282
New +$4.08K 0.01% 515

Other funds holding CWBC

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Coppell Advisory Solutions's CWBC Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Community West BanCshares (CWBC) in Q4 2023, closing a stake of 195 shares — an estimated $12.5K sold.

Coppell Advisory Solutions first reported a position in CWBC in Q4 2022 and held it in 3 quarters. The position peaked at $854K in Q2 2023. 35 funds tracked by Wall St. Rank hold CWBC as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Community West BanCshares position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 195 Community West BanCshares shares in Q4 2023, an estimated $12.5K.
  • Coppell Advisory Solutions first reported a position in Community West BanCshares in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Community West BanCshares position peaked at $854K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Community West BanCshares as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.