Emerald Mutual Fund Advisers Trust’s Community West BanCshares CWBC Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-24,264	Closed	-$376K	–	251
2024 Q1	$376K	Hold	24,264	–	–	0.02%	166
2023 Q4	$422K	Buy	+24,264	New	+$339K	0.02%	181

Other funds holding CWBC

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CWBC Position: Q2 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 24,264 shares — an estimated $376K sold.

Emerald Mutual Fund Advisers Trust first reported a position in CWBC in Q4 2023 and held it in 2 quarters. The position peaked at $422K in Q4 2023. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

Emerald Mutual Fund Advisers Trust reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 24,264 Community West BanCshares shares in Q2 2024, an estimated $376K.
Emerald Mutual Fund Advisers Trust first reported a position in Community West BanCshares in Q4 2023 and held it in 2 quarters.
Emerald Mutual Fund Advisers Trust's Community West BanCshares position peaked at $422K in Q4 2023.
2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2024, filed 6 Aug 2024.