Financial Advocates Investment Management’s Community West Bancshares CWBC Stock Holding History

Financial Advocates Investment Management’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
2023 Q4	–	Sell	-13,400	Closed	-$189K	–	739
2023 Q3	$189K	Sell	13,400 -50	-0.4%	-$767	0.01%	659
2023 Q2	$208K	Buy	13,450 +3,450	+35%	+$53.5K	0.01%	640
2023 Q1	$206K	Hold	10,000	–	–	0.01%	682
2022 Q4	$212K	Hold	10,000	–	–	0.02%	675
2022 Q3	$177K	Sell	10,000 -200	-2%	-$3.4K	0.01%	702
2022 Q2	$148K	Hold	10,200	–	–	0.01%	644
2022 Q1	$238K	Hold	10,200	–	–	0.02%	639
2021 Q4	$212K	Buy	+10,200	New	+$217K	0.01%	717

Other funds holding CWBC

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Financial Advocates Investment Management's CWBC Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Community West Bancshares (CWBC) in Q4 2023, closing a stake of 13,400 shares — an estimated $189K sold.

Financial Advocates Investment Management first reported a position in CWBC in Q4 2021 and held it in 8 quarters. The position peaked at $238K in Q1 2022. 73 funds tracked by Wall St. Rank hold CWBC as of Q4 2023.

Financial Advocates Investment Management reported no remaining Community West Bancshares position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 13,400 Community West Bancshares shares in Q4 2023, an estimated $189K.
Financial Advocates Investment Management first reported a position in Community West Bancshares in Q4 2021 and held it in 8 quarters.
Financial Advocates Investment Management's Community West Bancshares position peaked at $238K in Q1 2022.
73 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.