GSWM
CWBC

Golden State Wealth Management’s Community West Bancshares CWBC Stock Holding History

Golden State Wealth Management’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
2020
Q4 		– Sell
-4,737
Closed -$59K – 267
2020
Q3 		$59K Buy
+4,737
New +$61.6K 0.02% 315

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Wealth Management's CWBC Position: Q4 2020 in Review

Golden State Wealth Management sold out of Community West Bancshares (CWBC) in Q4 2020, closing a stake of 4,737 shares — an estimated $59K sold.

Golden State Wealth Management first reported a position in CWBC in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 73 funds tracked by Wall St. Rank hold CWBC as of Q4 2020.

  • Golden State Wealth Management reported no remaining Community West Bancshares position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 4,737 Community West Bancshares shares in Q4 2020, an estimated $59K.
  • Golden State Wealth Management first reported a position in Community West Bancshares in Q3 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Community West Bancshares position peaked at $59K in Q3 2020.
  • 73 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.