FTDI
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First Trust Direct Indexing’s CVB Financial CVBF Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-3,644
Closed -$71K – 527
2020
Q4 		$71K Buy
+3,644
New +$69K 0.02% 630

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Direct Indexing's CVBF Position: Q1 2021 in Review

First Trust Direct Indexing sold out of CVB Financial (CVBF) in Q1 2021, closing a stake of 3,644 shares — an estimated $71K sold.

First Trust Direct Indexing first reported a position in CVBF in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 181 funds tracked by Wall St. Rank hold CVBF as of Q1 2021.

  • First Trust Direct Indexing reported no remaining CVB Financial position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,644 CVB Financial shares in Q1 2021, an estimated $71K.
  • First Trust Direct Indexing first reported a position in CVB Financial in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's CVB Financial position peaked at $71K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held CVB Financial as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.