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Institute for Wealth Management’s Community West Bancshares CWBC Stock Holding History

Institute for Wealth 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
2022
Q2 		– Sell
-9,220
Closed -$215K – 536
2022
Q1 		$215K Buy
+9,220
New +$211K 0.03% 501

Other funds holding CWBC

Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Institute for Wealth Management's CWBC Position: Q2 2022 in Review

Institute for Wealth Management sold out of Community West Bancshares (CWBC) in Q2 2022, closing a stake of 9,220 shares — an estimated $215K sold.

Institute for Wealth Management first reported a position in CWBC in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 60 funds tracked by Wall St. Rank hold CWBC as of Q2 2022.

  • Institute for Wealth Management reported no remaining Community West Bancshares position as of Q2 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 9,220 Community West Bancshares shares in Q2 2022, an estimated $215K.
  • Institute for Wealth Management first reported a position in Community West Bancshares in Q1 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Community West Bancshares position peaked at $215K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2022.

Based on Institute for Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.