Parametric Portfolio Associates’s Community West Bancshares CWBC Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	$210K	Sell	9,007 -2,284	-20%	-$52.2K	﹤0.01%	3425
2021 Q4	$235K	Sell	11,291 -8,612	-43%	-$183K	﹤0.01%	3361
2021 Q3	$428K	Sell	19,903 -5,337	-21%	-$115K	﹤0.01%	3168
2021 Q2	$509K	Sell	25,240 -6,250	-20%	-$125K	﹤0.01%	3081
2021 Q1	$580K	Buy	31,490 +1,861	+6%	+$32.5K	﹤0.01%	3428
2020 Q4	$441K	Sell	29,629 -1,974	-6%	-$28.3K	﹤0.01%	3433
2020 Q3	$390K	Buy	31,603 +1,399	+5%	+$18.2K	﹤0.01%	3375
2020 Q2	$465K	Buy	+30,204	New	+$418K	﹤0.01%	3311

Other funds holding CWBC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

SFM

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Parametric Portfolio Associates's CWBC Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Community West Bancshares (CWBC) stake by 20% in Q1 2022, selling an estimated $52.2K and leaving 9,007 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #3425.

Parametric Portfolio Associates first reported a position in CWBC in Q2 2020 and has held it in 8 quarters since. The position peaked at $580K in Q1 2021. 71 funds tracked by Wall St. Rank hold CWBC as of Q1 2022.

Parametric Portfolio Associates held 9,007 shares of Community West Bancshares worth $210K as of Q1 2022.
Parametric Portfolio Associates sold 2,284 Community West Bancshares shares in Q1 2022, an estimated $52.2K.
Community West Bancshares made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3425 holding.
Parametric Portfolio Associates first reported a position in Community West Bancshares in Q2 2020 and has held it in 8 quarters since.
Parametric Portfolio Associates's Community West Bancshares position peaked at $580K in Q1 2021.
71 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.