CAW
CWBC

Cornerstone Advisors (Washington)’s Community West Bancshares CWBC Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$4K Sell
325
-83
-20% -$1.08K ﹤0.01% 511
2020
Q2 		$6K Buy
408
+364
+827% +$5.04K ﹤0.01% 480
2020
Q1 		$1K Buy
44
+9
+26% +$160 ﹤0.01% 636
2019
Q4 		$1K Hold
35
– – ﹤0.01% 643
2019
Q3 		$1K Hold
35
– – ﹤0.01% 633
2019
Q2 		$1K Buy
+35
New +$698 ﹤0.01% 1281

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cornerstone Advisors (Washington)'s CWBC Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Community West Bancshares (CWBC) stake by 20% in Q3 2020, selling an estimated $1.08K and leaving 325 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Cornerstone Advisors (Washington) first reported a position in CWBC in Q2 2019 and has held it in 6 quarters since. The position peaked at $6K in Q2 2020. 75 funds tracked by Wall St. Rank hold CWBC as of Q3 2020.

  • Cornerstone Advisors (Washington) held 325 shares of Community West Bancshares worth $4K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 83 Community West Bancshares shares in Q3 2020, an estimated $1.08K.
  • Community West Bancshares made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #511 holding.
  • Cornerstone Advisors (Washington) first reported a position in Community West Bancshares in Q2 2019 and has held it in 6 quarters since.
  • Cornerstone Advisors (Washington)'s Community West Bancshares position peaked at $6K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.