Iowa State Bank’s CVB Financial CVBF Stock Holding History

Iowa State Bank’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 Q4	–	Sell	-8,065	Closed	-$204K	–	114
2022 Q3	$204K	Buy	+8,065	New	+$210K	0.06%	111

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Iowa State Bank's CVBF Position: Q4 2022 in Review

Iowa State Bank sold out of CVB Financial (CVBF) in Q4 2022, closing a stake of 8,065 shares — an estimated $204K sold.

Iowa State Bank first reported a position in CVBF in Q3 2022 and held it in 1 quarter. The position peaked at $204K in Q3 2022. 245 funds tracked by Wall St. Rank hold CVBF as of Q4 2022.

Iowa State Bank reported no remaining CVB Financial position as of Q4 2022 after selling out during the quarter.
Iowa State Bank sold 8,065 CVB Financial shares in Q4 2022, an estimated $204K.
Iowa State Bank first reported a position in CVB Financial in Q3 2022 and held it in 1 quarter.
Iowa State Bank's CVB Financial position peaked at $204K in Q3 2022.
245 funds tracked by Wall St. Rank held CVB Financial as of Q4 2022.

Based on Iowa State Bank's 13F filing for Q4 2022, filed 6 Jan 2023.