NSIM
CWBC

North Star Investment Management’s Community West BanCshares CWBC Stock Holding History

North Star Investment Management’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
Q3 		– Sell
-23,784
Closed -$319K – 1163
2021
Q2 		$319K Buy
+23,784
New +$300K 0.03% 343

Other funds holding CWBC

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

North Star Investment Management's CWBC Position: Q3 2021 in Review

North Star Investment Management sold out of Community West BanCshares (CWBC) in Q3 2021, closing a stake of 23,784 shares — an estimated $319K sold.

North Star Investment Management first reported a position in CWBC in Q2 2021 and held it in 1 quarter. The position peaked at $319K in Q2 2021. 23 funds tracked by Wall St. Rank hold CWBC as of Q3 2021.

  • North Star Investment Management reported no remaining Community West BanCshares position as of Q3 2021 after selling out during the quarter.
  • North Star Investment Management sold 23,784 Community West BanCshares shares in Q3 2021, an estimated $319K.
  • North Star Investment Management first reported a position in Community West BanCshares in Q2 2021 and held it in 1 quarter.
  • North Star Investment Management's Community West BanCshares position peaked at $319K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Community West BanCshares as of Q3 2021.

Based on North Star Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.