DA
CWBC

Denali Advisors’s Community West Bancshares CWBC Stock Holding History

Denali 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
2024
Q2 		– Sell
-7,400
Closed -$147K – 250
2024
Q1 		$147K Hold
7,400
– – 0.04% 250
2023
Q4 		$165K Hold
7,400
– – 0.05% 241
2023
Q3 		$104K Hold
7,400
– – 0.04% 271
2023
Q2 		$114K Buy
7,400
+6,500
+722% +$101K 0.04% 259
2023
Q1 		$18.5K Buy
+900
New +$20.9K 0.01% 299

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Denali Advisors's CWBC Position: Q2 2024 in Review

Denali Advisors sold out of Community West Bancshares (CWBC) in Q2 2024, closing a stake of 7,400 shares — an estimated $147K sold.

Denali Advisors first reported a position in CWBC in Q1 2023 and held it in 5 quarters. The position peaked at $165K in Q4 2023. 77 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

  • Denali Advisors reported no remaining Community West Bancshares position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 7,400 Community West Bancshares shares in Q2 2024, an estimated $147K.
  • Denali Advisors first reported a position in Community West Bancshares in Q1 2023 and held it in 5 quarters.
  • Denali Advisors's Community West Bancshares position peaked at $165K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.