Liberty Wealth Management’s Community West Bancshares CWBC Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-368	Closed	-$11K	–	367
2021 Q3	$11K	Buy	368 +184	+100%	+$3.97K	﹤0.01%	803
2021 Q2	$4K	Hold	184	–	–	﹤0.01%	824
2021 Q1	$3K	Hold	184	–	–	﹤0.01%	765
2020 Q4	$3K	Hold	184	–	–	﹤0.01%	761
2020 Q3	$2K	Buy	184 +178	+2,967%	+$2.31K	﹤0.01%	754
2020 Q2	$0	Buy	+6	New	+$83	﹤0.01%	879

Other funds holding CWBC

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Liberty Wealth Management's CWBC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Community West Bancshares (CWBC) in Q4 2021, closing a stake of 368 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in CWBC in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q3 2021. 67 funds tracked by Wall St. Rank hold CWBC as of Q4 2021.

Liberty Wealth Management reported no remaining Community West Bancshares position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 368 Community West Bancshares shares in Q4 2021, an estimated $11K.
Liberty Wealth Management first reported a position in Community West Bancshares in Q2 2020 and held it in 6 quarters.
Liberty Wealth Management's Community West Bancshares position peaked at $11K in Q3 2021.
67 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.