KWM
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Kingsview Wealth Management’s CVB Financial CVBF Stock Holding History

Kingsview Wealth Management’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
Q3 		– Sell
-49,920
Closed -$1.24M – 829
2022
Q2 		$1.24M Buy
+49,920
New +$1.19M 0.06% 309

Other funds holding CVBF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kingsview Wealth Management's CVBF Position: Q3 2022 in Review

Kingsview Wealth Management sold out of CVB Financial (CVBF) in Q3 2022, closing a stake of 49,920 shares — an estimated $1.24M sold.

Kingsview Wealth Management first reported a position in CVBF in Q2 2022 and held it in 1 quarter. The position peaked at $1.24M in Q2 2022. 237 funds tracked by Wall St. Rank hold CVBF as of Q3 2022.

  • Kingsview Wealth Management reported no remaining CVB Financial position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 49,920 CVB Financial shares in Q3 2022, an estimated $1.24M.
  • Kingsview Wealth Management first reported a position in CVB Financial in Q2 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's CVB Financial position peaked at $1.24M in Q2 2022.
  • 237 funds tracked by Wall St. Rank held CVB Financial as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.