EI
CVBF icon

Ellevest Inc’s CVB Financial CVBF Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-55
Closed -$917 – 650
2023
Q1 		$917 Buy
55
+16
+41% +$365 ﹤0.01% 1590
2022
Q4 		$1K Buy
+39
New +$1.06K ﹤0.01% 1520
2020
Q3 		– Sell
-35
Closed -$1K – 1164
2020
Q2 		$1K Buy
35
+26
+289% +$496 ﹤0.01% 976
2020
Q1 		$0 Hold
9
– – ﹤0.01% 1118
2019
Q4 		$0 Buy
+9
New +$191 ﹤0.01% 976

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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ellevest Inc's CVBF Position: Q2 2023 in Review

Ellevest Inc sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 55 shares — an estimated $917 sold.

Ellevest Inc first reported a position in CVBF in Q4 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Ellevest Inc reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 55 CVB Financial shares in Q2 2023, an estimated $917.
  • Ellevest Inc first reported a position in CVB Financial in Q4 2019 and held it in 5 quarters.
  • Ellevest Inc's CVB Financial position peaked at $1K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.