HF
CWBC

HRT Financial’s Community West Bancshares CWBC Stock Holding History

HRT Financial’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
-30,007
Closed -$617K – 2597
2023
Q1 		$617K Buy
+30,007
New +$697K 0.01% 1231
2022
Q1 		– Sell
-15,470
Closed -$321K – 3237
2021
Q4 		$321K Sell
15,470
-12,799
-45% -$272K ﹤0.01% 2220
2021
Q3 		$607K Sell
28,269
-2,631
-9% -$56.8K ﹤0.01% 1808
2021
Q2 		$622K Buy
+30,900
New +$618K 0.01% 1570

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

HRT Financial's CWBC Position: Q2 2023 in Review

HRT Financial sold out of Community West Bancshares (CWBC) in Q2 2023, closing a stake of 30,007 shares — an estimated $617K sold.

HRT Financial first reported a position in CWBC in Q2 2021 and held it in 4 quarters. The position peaked at $622K in Q2 2021. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2023.

  • HRT Financial reported no remaining Community West Bancshares position as of Q2 2023 after selling out during the quarter.
  • HRT Financial sold 30,007 Community West Bancshares shares in Q2 2023, an estimated $617K.
  • HRT Financial first reported a position in Community West Bancshares in Q2 2021 and held it in 4 quarters.
  • HRT Financial's Community West Bancshares position peaked at $622K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2023.

Based on HRT Financial's 13F filing for Q2 2023, filed 11 Aug 2023.