FAG
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Fortitude Advisory Group’s CVB Financial CVBF Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-832
Closed -$19K – 443
2022
Q1 		$19K Hold
832
– – 0.01% 843
2021
Q4 		$18K Buy
+832
New +$17.1K 0.01% 868

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortitude Advisory Group's CVBF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of CVB Financial (CVBF) in Q2 2022, closing a stake of 832 shares — an estimated $19K sold.

Fortitude Advisory Group first reported a position in CVBF in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 216 funds tracked by Wall St. Rank hold CVBF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining CVB Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 832 CVB Financial shares in Q2 2022, an estimated $19K.
  • Fortitude Advisory Group first reported a position in CVB Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's CVB Financial position peaked at $19K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held CVB Financial as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.