Globeflex Capital’s Community West Bancshares CWBC Stock Holding History

Globeflex Capital’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 Q2	–	Sell	-10,550	Closed	-$210K	–	480
2024 Q1	$210K	Sell	10,550 -3,814	-27%	-$73.4K	0.02%	320
2023 Q4	$321K	Hold	14,364	–	–	0.03%	299
2023 Q3	$203K	Hold	14,364	–	–	0.02%	320
2023 Q2	$222K	Sell	14,364 -1,782	-11%	-$27.6K	0.02%	323
2023 Q1	$332K	Hold	16,146	–	–	0.04%	293
2022 Q4	$342K	Hold	16,146	–	–	0.04%	299
2022 Q3	$286K	Hold	16,146	–	–	0.05%	319
2022 Q2	$234K	Hold	16,146	–	–	0.06%	309
2022 Q1	$377K	Hold	16,146	–	–	0.08%	277
2021 Q4	$335K	Hold	16,146	–	–	0.07%	309
2021 Q3	$347K	Buy	+16,146	New	+$348K	0.08%	283

Other funds holding CWBC

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

BlackRock New York $5.72T AUM 30.48% 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 $3.47B AUM 13.39% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Globeflex Capital's CWBC Position: Q2 2024 in Review

Globeflex Capital sold out of Community West Bancshares (CWBC) in Q2 2024, closing a stake of 10,550 shares — an estimated $210K sold.

Globeflex Capital first reported a position in CWBC in Q3 2021 and held it in 11 quarters. The position peaked at $377K in Q1 2022. 77 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

Globeflex Capital reported no remaining Community West Bancshares position as of Q2 2024 after selling out during the quarter.
Globeflex Capital sold 10,550 Community West Bancshares shares in Q2 2024, an estimated $210K.
Globeflex Capital first reported a position in Community West Bancshares in Q3 2021 and held it in 11 quarters.
Globeflex Capital's Community West Bancshares position peaked at $377K in Q1 2022.
77 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2024.

Based on Globeflex Capital's 13F filing for Q2 2024, filed 13 Aug 2024.