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Foundations Investment Advisors’s CVB Financial CVBF Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-20,497
Closed -$519K – 444
2022
Q3 		$519K Hold
20,497
– – 0.02% 240
2022
Q2 		$507K Hold
20,497
– – 0.02% 223
2022
Q1 		$467K Buy
+20,497
New +$474K 0.02% 206

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foundations Investment Advisors's CVBF Position: Q4 2022 in Review

Foundations Investment Advisors sold out of CVB Financial (CVBF) in Q4 2022, closing a stake of 20,497 shares — an estimated $519K sold.

Foundations Investment Advisors first reported a position in CVBF in Q1 2022 and held it in 3 quarters. The position peaked at $519K in Q3 2022. 245 funds tracked by Wall St. Rank hold CVBF as of Q4 2022.

  • Foundations Investment Advisors reported no remaining CVB Financial position as of Q4 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 20,497 CVB Financial shares in Q4 2022, an estimated $519K.
  • Foundations Investment Advisors first reported a position in CVB Financial in Q1 2022 and held it in 3 quarters.
  • Foundations Investment Advisors's CVB Financial position peaked at $519K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held CVB Financial as of Q4 2022.

Based on Foundations Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.