CA
CWBC

Crewe Advisors’s Community West Bancshares CWBC Stock Holding History

Crewe Advisors’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
2022
Q4 		– Sell
-98
Closed -$2K – 1081
2022
Q3 		$2K Buy
+98
New +$1.67K ﹤0.01% 1026

Other funds holding CWBC

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Crewe Advisors's CWBC Position: Q4 2022 in Review

Crewe Advisors sold out of Community West Bancshares (CWBC) in Q4 2022, closing a stake of 98 shares — an estimated $2K sold.

Crewe Advisors first reported a position in CWBC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 62 funds tracked by Wall St. Rank hold CWBC as of Q4 2022.

  • Crewe Advisors reported no remaining Community West Bancshares position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 98 Community West Bancshares shares in Q4 2022, an estimated $2K.
  • Crewe Advisors first reported a position in Community West Bancshares in Q3 2022 and held it in 1 quarter.
  • Crewe Advisors's Community West Bancshares position peaked at $2K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.