HGWM
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Harvest Group Wealth Management’s CVB Financial CVBF Stock Holding History

Harvest Group Wealth Management’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
2020
Q2 		– Sell
-8
Closed – – 553
2020
Q1 		$0 Sell
8
-123
-94% -$2.47K ﹤0.01% 599
2019
Q4 		$2K Hold
131
– – ﹤0.01% 591
2019
Q3 		$3K Buy
131
+87
+198% +$1.82K ﹤0.01% 540
2019
Q2 		$0 Hold
44
– – ﹤0.01% 924
2019
Q1 		$1K Buy
+44
New +$965 ﹤0.01% 755

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Harvest Group Wealth Management's CVBF Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of CVB Financial (CVBF) in Q2 2020, closing a stake of 8 shares.

Harvest Group Wealth Management first reported a position in CVBF in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 184 funds tracked by Wall St. Rank hold CVBF as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining CVB Financial position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 8 CVB Financial shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in CVB Financial in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's CVB Financial position peaked at $3K in Q3 2019.
  • 184 funds tracked by Wall St. Rank held CVB Financial as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.