FGAM
CVBF icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Financial Gravity Asset Management's CVBF Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in CVB Financial (CVBF) in Q4 2020: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CVBF as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in CVBF in Q2 2019 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CVBF as of Q4 2020.

  • Financial Gravity Asset Management held 2 shares of CVB Financial worth $0 as of Q4 2020.
  • CVB Financial was a new Financial Gravity Asset Management position in Q4 2020.
  • CVB Financial made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #517 holding.
  • Financial Gravity Asset Management first reported a position in CVB Financial in Q2 2019 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held CVB Financial as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.