Janney Montgomery Scott
CWBC

Janney Montgomery Scott’s Community West Bancshares CWBC Stock Holding History

Janney Montgomery Scott’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
2021
Q2 		– Sell
-22,661
Closed -$417K – 2255
2021
Q1 		$417K Buy
+22,661
New +$395K ﹤0.01% 1666

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Janney Montgomery Scott's CWBC Position: Q2 2021 in Review

Janney Montgomery Scott sold out of Community West Bancshares (CWBC) in Q2 2021, closing a stake of 22,661 shares — an estimated $417K sold.

Janney Montgomery Scott first reported a position in CWBC in Q1 2021 and held it in 1 quarter. The position peaked at $417K in Q1 2021. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2021.

  • Janney Montgomery Scott reported no remaining Community West Bancshares position as of Q2 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 22,661 Community West Bancshares shares in Q2 2021, an estimated $417K.
  • Janney Montgomery Scott first reported a position in Community West Bancshares in Q1 2021 and held it in 1 quarter.
  • Janney Montgomery Scott's Community West Bancshares position peaked at $417K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2021.

Based on Janney Montgomery Scott's 13F filing for Q2 2021, filed 26 Jul 2021.