NewEdge Advisors’s Community West Bancshares CWBC Stock Holding History

NewEdge Advisors’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
2025 Q1	–	Sell	-120	Closed	-$2.32K	–	3999
2024 Q4	$2.32K	Buy	120 +1	+0.8%	+$20	﹤0.01%	3417
2024 Q3	$2.3K	Hold	119	–	–	﹤0.01%	3353
2024 Q2	$2.19K	Sell	119 -282	-70%	-$4.95K	﹤0.01%	3317
2024 Q1	$7.97K	Sell	401 -152	-27%	-$2.93K	﹤0.01%	2972
2023 Q4	$12.4K	Buy	+553	New	+$9.66K	﹤0.01%	2765

Other funds holding CWBC

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SFM

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

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

NewEdge Advisors's CWBC Position: Q1 2025 in Review

NewEdge Advisors sold out of Community West Bancshares (CWBC) in Q1 2025, closing a stake of 120 shares — an estimated $2.32K sold.

NewEdge Advisors first reported a position in CWBC in Q4 2023 and held it in 5 quarters. The position peaked at $12.4K in Q4 2023. 100 funds tracked by Wall St. Rank hold CWBC as of Q1 2025.

NewEdge Advisors reported no remaining Community West Bancshares position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 120 Community West Bancshares shares in Q1 2025, an estimated $2.32K.
NewEdge Advisors first reported a position in Community West Bancshares in Q4 2023 and held it in 5 quarters.
NewEdge Advisors's Community West Bancshares position peaked at $12.4K in Q4 2023.
100 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.