LPL Financial
CWBC

LPL Financial’s Community West Bancshares CWBC Stock Holding History

LPL Financial’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
2024
Q3 		– Sell
-14,023
Closed -$259K – 5197
2024
Q2 		$259K Sell
14,023
-2,497
-15% -$43.8K ﹤0.01% 4375
2024
Q1 		$329K Hold
16,520
– – ﹤0.01% 4128
2023
Q4 		$369K Buy
+16,520
New +$289K ﹤0.01% 3916
2017
Q1 		– Sell
-10,278
Closed -$204K – 2714
2016
Q4 		$204K Buy
10,278
+114
+1% +$1.9K ﹤0.01% 2469
2016
Q3 		$150K Buy
10,164
+40
+0.4% +$605 ﹤0.01% 2464
2016
Q2 		$139K Sell
10,124
-10,036
-50% -$128K ﹤0.01% 2458
2016
Q1 		$219K Sell
20,160
-2,072
-9% -$23.7K ﹤0.01% 2737
2015
Q4 		$266K Buy
22,232
+10,580
+91% +$121K ﹤0.01% 2624
2015
Q3 		$137K Buy
11,652
+180
+2% +$2.05K ﹤0.01% 2608
2015
Q2 		$131K Sell
11,472
-1,594
-12% -$17.5K ﹤0.01% 2723
2015
Q1 		$148K Sell
13,066
-511
-4% -$5.56K ﹤0.01% 2623
2014
Q4 		$150K Buy
+13,577
New +$148K ﹤0.01% 2566

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

LPL Financial's CWBC Position: Q3 2024 in Review

LPL Financial sold out of Community West Bancshares (CWBC) in Q3 2024, closing a stake of 14,023 shares — an estimated $259K sold.

LPL Financial first reported a position in CWBC in Q4 2014 and held it in 12 quarters. The position peaked at $369K in Q4 2023. 83 funds tracked by Wall St. Rank hold CWBC as of Q3 2024.

  • LPL Financial reported no remaining Community West Bancshares position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 14,023 Community West Bancshares shares in Q3 2024, an estimated $259K.
  • LPL Financial first reported a position in Community West Bancshares in Q4 2014 and held it in 12 quarters.
  • LPL Financial's Community West Bancshares position peaked at $369K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.