FPAS
CWBC

Focus Partners Advisor Solutions’s Community West BanCshares CWBC Stock Holding History

Focus Partners Advisor Solutions’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
-31,260
Closed -$544K – 646
2023
Q4 		$544K Buy
+31,260
New +$436K 0.03% 243

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CCM
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SCP
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American Century Companies
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Wellington Management Group
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FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Focus Partners Advisor Solutions's CWBC Position: Q1 2024 in Review

Focus Partners Advisor Solutions sold out of Community West BanCshares (CWBC) in Q1 2024, closing a stake of 31,260 shares — an estimated $544K sold.

Focus Partners Advisor Solutions first reported a position in CWBC in Q4 2023 and held it in 1 quarter. The position peaked at $544K in Q4 2023. 37 funds tracked by Wall St. Rank hold CWBC as of Q1 2024.

  • Focus Partners Advisor Solutions reported no remaining Community West BanCshares position as of Q1 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 31,260 Community West BanCshares shares in Q1 2024, an estimated $544K.
  • Focus Partners Advisor Solutions first reported a position in Community West BanCshares in Q4 2023 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's Community West BanCshares position peaked at $544K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Community West BanCshares as of Q1 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2024, filed 15 May 2024.