EF
CWBC

Empowered Funds’s Community West BanCshares CWBC Stock Holding History

Empowered Funds’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
Q1 		– Sell
-31,665
Closed -$551K – 1466
2023
Q4 		$551K Buy
31,665
+844
+3% +$11.8K 0.01% 973
2023
Q3 		$400K Buy
30,821
+2,528
+9% +$32.9K 0.01% 987
2023
Q2 		$347K Buy
+28,293
New +$334K 0.01% 917

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Empowered Funds's CWBC Position: Q1 2024 in Review

Empowered Funds sold out of Community West BanCshares (CWBC) in Q1 2024, closing a stake of 31,665 shares — an estimated $551K sold.

Empowered Funds first reported a position in CWBC in Q2 2023 and held it in 3 quarters. The position peaked at $551K in Q4 2023. 37 funds tracked by Wall St. Rank hold CWBC as of Q1 2024.

  • Empowered Funds reported no remaining Community West BanCshares position as of Q1 2024 after selling out during the quarter.
  • Empowered Funds sold 31,665 Community West BanCshares shares in Q1 2024, an estimated $551K.
  • Empowered Funds first reported a position in Community West BanCshares in Q2 2023 and held it in 3 quarters.
  • Empowered Funds's Community West BanCshares position peaked at $551K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Community West BanCshares as of Q1 2024.

Based on Empowered Funds's 13F filing for Q1 2024, filed 6 May 2024.