JSC
CWBC

Jackson Square Capital’s Community West Bancshares CWBC Stock Holding History

Jackson Square 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
Q4 		– Sell
-39,515
Closed -$761K – 147
2024
Q3 		$761K Sell
39,515
-385
-1% -$7.58K 0.19% 86
2024
Q2 		$738K Buy
+39,900
New +$700K 0.18% 82

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Square Capital's CWBC Position: Q4 2024 in Review

Jackson Square Capital sold out of Community West Bancshares (CWBC) in Q4 2024, closing a stake of 39,515 shares — an estimated $761K sold.

Jackson Square Capital first reported a position in CWBC in Q2 2024 and held it in 2 quarters. The position peaked at $761K in Q3 2024. 91 funds tracked by Wall St. Rank hold CWBC as of Q4 2024.

  • Jackson Square Capital reported no remaining Community West Bancshares position as of Q4 2024 after selling out during the quarter.
  • Jackson Square Capital sold 39,515 Community West Bancshares shares in Q4 2024, an estimated $761K.
  • Jackson Square Capital first reported a position in Community West Bancshares in Q2 2024 and held it in 2 quarters.
  • Jackson Square Capital's Community West Bancshares position peaked at $761K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2024.

Based on Jackson Square Capital's 13F filing for Q4 2024, filed 15 Jan 2025.