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
-10,338
Closed -$130K – 3691
2023
Q1 		$130K Sell
10,338
-15,427
-60% -$221K ﹤0.01% 2013
2022
Q4 		$385K Sell
25,765
-3,002
-10% -$43.4K 0.01% 1590
2022
Q3 		$401K Sell
28,767
-1,683
-6% -$23.6K ﹤0.01% 1810
2022
Q2 		$435K Sell
30,450
-1,901
-6% -$26.3K ﹤0.01% 1769
2022
Q1 		$453K Buy
+32,351
New +$450K ﹤0.01% 1915

Other funds holding CWBC

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 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 10,338 shares — an estimated $130K sold.

HRT Financial first reported a position in CWBC in Q1 2022 and held it in 5 quarters. The position peaked at $453K in Q1 2022. 29 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 10,338 Community West BanCshares shares in Q2 2023, an estimated $130K.
  • HRT Financial first reported a position in Community West BanCshares in Q1 2022 and held it in 5 quarters.
  • HRT Financial's Community West BanCshares position peaked at $453K in Q1 2022.
  • 29 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.