Morgan Stanley’s Community West BanCshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-276
| Closed | -$4.27K | – | 8104 |
|
|
2024
Q1 | $4.27K | Buy |
+276
| New | +$4.2K | ﹤0.01% | 6930 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$30 | – | 8040 |
|
|
2022
Q4 | $30 | Buy |
+2
| New | +$29 | ﹤0.01% | 7752 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$1K | – | 8235 |
|
|
2022
Q2 | $1K | Sell |
41
-257
| -86% | -$3.56K | ﹤0.01% | 7766 |
|
|
2022
Q1 | $4K | Buy |
298
+297
| +29,700% | +$4.13K | ﹤0.01% | 7672 |
|
|
2021
Q4 | $0 | Sell |
1
-16
| -94% | -$209 | ﹤0.01% | 8487 |
|
|
2021
Q3 | $0 | Buy |
+17
| New | +$227 | ﹤0.01% | 8298 |
|
|
2020
Q4 | – | Sell |
-14,377
| Closed | -$115K | – | 7325 |
|
|
2020
Q3 | $115K | Buy |
14,377
+14,180
| +7,198% | +$116K | ﹤0.01% | 5363 |
|
|
2020
Q2 | $2K | Hold |
197
| – | – | ﹤0.01% | 6497 |
|
|
2020
Q1 | $1K | Hold |
197
| – | – | ﹤0.01% | 6545 |
|
|
2019
Q4 | $2K | Sell |
197
-2,964
| -94% | -$31.1K | ﹤0.01% | 6541 |
|
|
2019
Q3 | $31K | Buy |
3,161
+45
| +1% | +$439 | ﹤0.01% | 5890 |
|
|
2019
Q2 | $30K | Sell |
3,116
-22
| -0.7% | -$218 | ﹤0.01% | 5814 |
|
|
2019
Q1 | $32K | Hold |
3,138
| – | – | ﹤0.01% | 5862 |
|
|
2018
Q4 | $31K | Hold |
3,138
| – | – | ﹤0.01% | 5914 |
|
|
2018
Q3 | $37K | Sell |
3,138
-600
| -16% | -$7.25K | ﹤0.01% | 5969 |
|
|
2018
Q2 | $44K | Buy |
3,738
+147
| +4% | +$1.69K | ﹤0.01% | 5948 |
|
|
2018
Q1 | $41K | Sell |
3,591
-150
| -4% | -$1.68K | ﹤0.01% | 5941 |
|
|
2017
Q4 | $40K | Hold |
3,741
| – | – | ﹤0.01% | 5888 |
|
|
2017
Q3 | $39K | Buy |
3,741
+579
| +18% | +$5.94K | ﹤0.01% | 5858 |
|
|
2017
Q2 | $32K | Buy |
3,162
+221
| +8% | +$2.24K | ﹤0.01% | 5981 |
|
|
2017
Q1 | $30K | Hold |
2,941
| – | – | ﹤0.01% | 5975 |
|
|
2016
Q4 | $27K | Hold |
2,941
| – | – | ﹤0.01% | 5933 |
|
|
2016
Q3 | $24K | Hold |
2,941
| – | – | ﹤0.01% | 5865 |
|
|
2016
Q2 | $22K | Sell |
2,941
-12
| -0.4% | -$87 | ﹤0.01% | 5826 |
|
|
2016
Q1 | $20K | Sell |
2,953
-2
| -0.1% | -$14 | ﹤0.01% | 5927 |
|
|
2015
Q4 | $20K | Buy |
2,955
+14
| +0.5% | +$98 | ﹤0.01% | 6045 |
|
|
2015
Q3 | $20K | Sell |
2,941
-13
| -0.4% | -$88 | ﹤0.01% | 6055 |
|
|
2015
Q2 | $19K | Sell |
2,954
-1
| -0% | -$7 | ﹤0.01% | 6160 |
|
|
2015
Q1 | $19K | Hold |
2,955
| – | – | ﹤0.01% | 6077 |
|
|
2014
Q4 | $19K | Hold |
2,955
| – | – | ﹤0.01% | 6076 |
|
|
2014
Q3 | $18K | Buy |
2,955
+1
| +0% | +$7 | ﹤0.01% | 6049 |
|
|
2014
Q2 | $20K | Hold |
2,954
| – | – | ﹤0.01% | 6037 |
|
|
2014
Q1 | $20K | Buy |
2,954
+13
| +0.4% | +$93 | ﹤0.01% | 5969 |
|
|
2013
Q4 | $19K | Buy |
+2,941
| New | +$17.2K | ﹤0.01% | 5890 |
|
Other funds holding CWBC
Morgan Stanley's CWBC Position: Q2 2024 in Review
Morgan Stanley sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 276 shares — an estimated $4.27K sold.
Morgan Stanley first reported a position in CWBC in Q4 2013 and held it in 34 quarters. The position peaked at $115K in Q3 2020. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.
- Morgan Stanley reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
- Morgan Stanley sold 276 Community West BanCshares shares in Q2 2024, an estimated $4.27K.
- Morgan Stanley first reported a position in Community West BanCshares in Q4 2013 and held it in 34 quarters.
- Morgan Stanley's Community West BanCshares position peaked at $115K in Q3 2020.
- 2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.
Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.