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Destiny Wealth Partners’s CVB Financial CVBF Stock Holding History

Destiny Wealth Partners’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
2023
Q1 		– Sell
-11,191
Closed -$288K – 281
2022
Q4 		$288K Buy
+11,191
New +$305K 0.06% 162
2022
Q3 		– Sell
-9,066
Closed -$225K – 579
2022
Q2 		$225K Buy
+9,066
New +$217K 0.05% 152

Other funds holding CVBF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destiny Wealth Partners's CVBF Position: Q1 2023 in Review

Destiny Wealth Partners sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 11,191 shares — an estimated $288K sold.

Destiny Wealth Partners first reported a position in CVBF in Q2 2022 and held it in 2 quarters. The position peaked at $288K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

  • Destiny Wealth Partners reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 11,191 CVB Financial shares in Q1 2023, an estimated $288K.
  • Destiny Wealth Partners first reported a position in CVB Financial in Q2 2022 and held it in 2 quarters.
  • Destiny Wealth Partners's CVB Financial position peaked at $288K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.