Kennedy Capital Management’s Community West BanCshares CWBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-45,842
Closed -$710K 776
2024
Q1
$710K Hold
45,842
0.01% 638
2023
Q4
$797K Buy
45,842
+22
+0% +$307 0.02% 605
2023
Q3
$595K Hold
45,820
0.01% 603
2023
Q2
$557K Hold
45,820
0.01% 600
2023
Q1
$580K Buy
+45,820
New +$657K 0.02% 547

Other funds holding CWBC

Kennedy Capital Management's CWBC Position: Q2 2024 in Review

Kennedy Capital Management sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 45,842 shares — an estimated $710K sold.

Kennedy Capital Management first reported a position in CWBC in Q1 2023 and held it in 5 quarters. The position peaked at $797K in Q4 2023. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

  • Kennedy Capital Management reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 45,842 Community West BanCshares shares in Q2 2024, an estimated $710K.
  • Kennedy Capital Management first reported a position in Community West BanCshares in Q1 2023 and held it in 5 quarters.
  • Kennedy Capital Management's Community West BanCshares position peaked at $797K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.

Based on Kennedy Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.