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IndexIQ Advisors’s CVB Financial CVBF Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$398K Sell
17,131
-1,987
-10% -$46K 0.01% 724
2021
Q4 		$409K Sell
19,118
-1,235
-6% -$25.3K 0.01% 761
2021
Q3 		$415K Buy
20,353
+2,039
+11% +$40.3K 0.01% 776
2021
Q2 		$377K Buy
18,314
+460
+3% +$10K 0.01% 819
2021
Q1 		$394K Buy
+17,854
New +$388K 0.01% 862

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IndexIQ Advisors's CVBF Position: Q1 2022 in Review

IndexIQ Advisors reduced its CVB Financial (CVBF) stake by 10% in Q1 2022, selling an estimated $46K and leaving 17,131 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #724.

IndexIQ Advisors first reported a position in CVBF in Q1 2021 and has held it in 5 quarters since. The position peaked at $415K in Q3 2021. 197 funds tracked by Wall St. Rank hold CVBF as of Q1 2022.

  • IndexIQ Advisors held 17,131 shares of CVB Financial worth $398K as of Q1 2022.
  • IndexIQ Advisors sold 1,987 CVB Financial shares in Q1 2022, an estimated $46K.
  • CVB Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #724 holding.
  • IndexIQ Advisors first reported a position in CVB Financial in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's CVB Financial position peaked at $415K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held CVB Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.