IC
CWBC

Innealta Capital’s Community West Bancshares CWBC Stock Holding History

Innealta Capital’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
2024
Q3 		– Sell
-60
Closed -$1.11K – 529
2024
Q2 		$1.11K Buy
+60
New +$1.05K ﹤0.01% 1285

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
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PCA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Innealta Capital's CWBC Position: Q3 2024 in Review

Innealta Capital sold out of Community West Bancshares (CWBC) in Q3 2024, closing a stake of 60 shares — an estimated $1.11K sold.

Innealta Capital first reported a position in CWBC in Q2 2024 and held it in 1 quarter. The position peaked at $1.11K in Q2 2024. 83 funds tracked by Wall St. Rank hold CWBC as of Q3 2024.

  • Innealta Capital reported no remaining Community West Bancshares position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 60 Community West Bancshares shares in Q3 2024, an estimated $1.11K.
  • Innealta Capital first reported a position in Community West Bancshares in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Community West Bancshares position peaked at $1.11K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.