Ford Financial Group’s Community West Bancshares CWBC Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-18,161	Closed	-$385K	–	25
2022 Q4	$385K	Buy	18,161 +1	+0%	+$19	0.15%	82
2022 Q3	$321K	Hold	18,160	–	–	0.13%	86
2022 Q2	$263K	Hold	18,160	–	–	0.11%	95
2022 Q1	$424K	Hold	18,160	–	–	0.16%	73
2021 Q4	$377	Hold	18,160	–	–	0.07%	66
2021 Q3	$390K	Hold	18,160	–	–	0.15%	62
2021 Q2	$365K	Hold	18,160	–	–	0.14%	65
2021 Q1	$334K	Hold	18,160	–	–	0.14%	66
2020 Q4	$270K	Hold	18,160	–	–	0.13%	72
2020 Q3	$224K	Sell	18,160 -33,140	-65%	-$431K	0.12%	75
2020 Q2	$789K	Hold	51,300	–	–	0.44%	38
2020 Q1	$668K	Buy	51,300 +40,800	+389%	+$726K	0.45%	35
2019 Q4	$227K	Sell	10,500 -9,913	-49%	-$207K	0.13%	83
2019 Q3	$415K	Buy	20,413 +110	+0.5%	+$2.25K	0.26%	46
2019 Q2	$435K	Buy	20,303 +110	+0.5%	+$2.19K	0.3%	41
2019 Q1	$394K	Hold	20,193	–	–	0.28%	39
2018 Q4	$381K	Buy	20,193 +193	+1%	+$3.83K	0.29%	38
2018 Q3	$426K	Hold	20,000	–	–	0.31%	26
2018 Q2	$432K	Hold	20,000	–	–	0.31%	26
2018 Q1	$391K	Hold	20,000	–	–	0.31%	28
2017 Q4	$403K	Buy	+20,000	New	+$409K	0.3%	28

Other funds holding CWBC

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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ford Financial Group's CWBC Position: Q1 2023 in Review

Ford Financial Group sold out of Community West Bancshares (CWBC) in Q1 2023, closing a stake of 18,161 shares — an estimated $385K sold.

Ford Financial Group first reported a position in CWBC in Q4 2017 and held it in 21 quarters. The position peaked at $789K in Q2 2020. 65 funds tracked by Wall St. Rank hold CWBC as of Q1 2023.

Ford Financial Group reported no remaining Community West Bancshares position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 18,161 Community West Bancshares shares in Q1 2023, an estimated $385K.
Ford Financial Group first reported a position in Community West Bancshares in Q4 2017 and held it in 21 quarters.
Ford Financial Group's Community West Bancshares position peaked at $789K in Q2 2020.
65 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.