CPG
CWBC

Cornerstone Planning Group’s Community West Bancshares CWBC Stock Holding History

Cornerstone Planning Group’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
2024
Q2 		– Sell
-24
Closed -$418 – 1282
2024
Q1 		$418 Buy
+24
New +$462 ﹤0.01% 970

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PMG
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PCA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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SCP
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Cornerstone Planning Group's CWBC Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Community West Bancshares (CWBC) in Q2 2024, closing a stake of 24 shares — an estimated $418 sold.

Cornerstone Planning Group first reported a position in CWBC in Q1 2024 and held it in 1 quarter. The position peaked at $418 in Q1 2024. 77 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Community West Bancshares position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 24 Community West Bancshares shares in Q2 2024, an estimated $418.
  • Cornerstone Planning Group first reported a position in Community West Bancshares in Q1 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Community West Bancshares position peaked at $418 in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.