Laurel Wealth Advisors (California)’s Community West Bancshares CWBC Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q2	–	Sell	-9,416	Closed	-$220K	–	676
2022 Q1	$220K	Buy	+9,416	New	+$215K	0.02%	694
2020 Q1	–	Sell	-9,416	Closed	-$204K	–	370
2019 Q4	$204K	Buy	+9,416	New	+$197K	0.03%	435

Other funds holding CWBC

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CWBC Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Community West Bancshares (CWBC) in Q2 2022, closing a stake of 9,416 shares — an estimated $220K sold.

Laurel Wealth Advisors (California) first reported a position in CWBC in Q4 2019 and held it in 2 quarters. The position peaked at $220K in Q1 2022. 60 funds tracked by Wall St. Rank hold CWBC as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining Community West Bancshares position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 9,416 Community West Bancshares shares in Q2 2022, an estimated $220K.
Laurel Wealth Advisors (California) first reported a position in Community West Bancshares in Q4 2019 and held it in 2 quarters.
Laurel Wealth Advisors (California)'s Community West Bancshares position peaked at $220K in Q1 2022.
60 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.