Mariner Independent Advisor Network’s Community West Bancshares CWBC Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-13,623	Closed	-$251K	–	513
2021 Q1	$251K	Buy	+13,623	New	+$238K	0.01%	417

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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

BCM

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Mariner Independent Advisor Network's CWBC Position: Q2 2021 in Review

Mariner Independent Advisor Network sold out of Community West Bancshares (CWBC) in Q2 2021, closing a stake of 13,623 shares — an estimated $251K sold.

Mariner Independent Advisor Network first reported a position in CWBC in Q1 2021 and held it in 1 quarter. The position peaked at $251K in Q1 2021. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2021.

Mariner Independent Advisor Network reported no remaining Community West Bancshares position as of Q2 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 13,623 Community West Bancshares shares in Q2 2021, an estimated $251K.
Mariner Independent Advisor Network first reported a position in Community West Bancshares in Q1 2021 and held it in 1 quarter.
Mariner Independent Advisor Network's Community West Bancshares position peaked at $251K in Q1 2021.
72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2021, filed 10 Aug 2021.