Financial Gravity Asset Management’s CVB Financial CVBF Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-3	Closed	-$58	–	1658
2024 Q1	$58	Buy	+3	New	+$53	﹤0.01%	1797
2023 Q3	–	Sell	-13	Closed	-$61	–	1362
2023 Q2	$61	Sell	13 -4	-24%	-$55	﹤0.01%	1375
2023 Q1	$2	Sell	17 -9	-35%	-$205	﹤0.01%	988
2022 Q4	$1.29K	Buy	26 +1	+4%	+$27	0.01%	619
2022 Q3	$3	Buy	+25	New	+$651	﹤0.01%	803
2021 Q1	–	Sell	-2	Closed	–	–	791
2020 Q4	$0	Buy	+2	New	+$38	﹤0.01%	517
2019 Q4	–	Sell	-16	Closed	–	–	1436
2019 Q3	$0	Buy	16 +1	+7%	+$21	﹤0.01%	1250
2019 Q2	$0	Buy	+15	New	+$320	﹤0.01%	1304

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Gravity Asset Management's CVBF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of CVB Financial (CVBF) in Q2 2024, closing a stake of 3 shares — an estimated $58 sold.

Financial Gravity Asset Management first reported a position in CVBF in Q2 2019 and held it in 8 quarters. The position peaked at $1.29K in Q4 2022. 220 funds tracked by Wall St. Rank hold CVBF as of Q2 2024.

Financial Gravity Asset Management reported no remaining CVB Financial position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 CVB Financial shares in Q2 2024, an estimated $58.
Financial Gravity Asset Management first reported a position in CVB Financial in Q2 2019 and held it in 8 quarters.
Financial Gravity Asset Management's CVB Financial position peaked at $1.29K in Q4 2022.
220 funds tracked by Wall St. Rank held CVB Financial as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.