HIM
CWBC

Hillsdale Investment Management’s Community West Bancshares CWBC Stock Holding History

Hillsdale Investment 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
2023
Q2 		– Sell
-4,309
Closed -$88.7K – 576
2023
Q1 		$88.7K Buy
+4,309
New +$100K 0.01% 470
2020
Q3 		– Sell
-68,500
Closed -$1.05M – 593
2020
Q2 		$1.05M Buy
+68,500
New +$948K 0.1% 178
2019
Q1 		– Sell
-900
Closed -$17K – 617
2018
Q4 		$17K Buy
+900
New +$17.9K ﹤0.01% 449

Other funds holding CWBC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
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BlackRock
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Hillsdale Investment Management's CWBC Position: Q2 2023 in Review

Hillsdale Investment Management sold out of Community West Bancshares (CWBC) in Q2 2023, closing a stake of 4,309 shares — an estimated $88.7K sold.

Hillsdale Investment Management first reported a position in CWBC in Q4 2018 and held it in 3 quarters. The position peaked at $1.05M in Q2 2020. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2023.

  • Hillsdale Investment Management reported no remaining Community West Bancshares position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,309 Community West Bancshares shares in Q2 2023, an estimated $88.7K.
  • Hillsdale Investment Management first reported a position in Community West Bancshares in Q4 2018 and held it in 3 quarters.
  • Hillsdale Investment Management's Community West Bancshares position peaked at $1.05M in Q2 2020.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.