MFT
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Moisand Fitzgerald Tamayo’s CVB Financial CVBF Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q3 		– Sell
-38
Closed -$505 – 781
2023
Q2 		$505 Hold
38
– – ﹤0.01% 709
2023
Q1 		$634 Hold
38
– – ﹤0.01% 742
2022
Q4 		$978 Buy
+38
New +$1.03K ﹤0.01% 670

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CVBF Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of CVB Financial (CVBF) in Q3 2023, closing a stake of 38 shares — an estimated $505 sold.

Moisand Fitzgerald Tamayo first reported a position in CVBF in Q4 2022 and held it in 3 quarters. The position peaked at $978 in Q4 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining CVB Financial position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 38 CVB Financial shares in Q3 2023, an estimated $505.
  • Moisand Fitzgerald Tamayo first reported a position in CVB Financial in Q4 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's CVB Financial position peaked at $978 in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.