Curi Wealth Management’s CVB Financial CVBF Stock Holding History

Curi Wealth Management’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-291	Closed	-$5K	–	190
2020 Q4	$5K	Buy	+291	New	+$5.51K	﹤0.01%	301

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curi Wealth Management's CVBF Position: Q1 2021 in Review

Curi Wealth Management sold out of CVB Financial (CVBF) in Q1 2021, closing a stake of 291 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in CVBF in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 181 funds tracked by Wall St. Rank hold CVBF as of Q1 2021.

Curi Wealth Management reported no remaining CVB Financial position as of Q1 2021 after selling out during the quarter.
Curi Wealth Management sold 291 CVB Financial shares in Q1 2021, an estimated $5K.
Curi Wealth Management first reported a position in CVB Financial in Q4 2020 and held it in 1 quarter.
Curi Wealth Management's CVB Financial position peaked at $5K in Q4 2020.
181 funds tracked by Wall St. Rank held CVB Financial as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.