PIA
CWBC

Perennial Investment Advisors’s Community West Bancshares CWBC Stock Holding History

Perennial Investment 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
2024
Q2 		– Sell
-10,001
Closed -$199K – 380
2024
Q1 		$199K Sell
10,001
-7,010
-41% -$135K 0.03% 329
2023
Q4 		$380K Sell
17,011
-1,150
-6% -$20.1K 0.06% 205
2023
Q3 		$256K Hold
18,161
– – 0.05% 261
2023
Q2 		$281K Hold
18,161
– – 0.05% 257
2023
Q1 		$374K Buy
+18,161
New +$422K 0.07% 211

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
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
Dimensional Fund Advisors
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Perennial Investment Advisors's CWBC Position: Q2 2024 in Review

Perennial Investment Advisors sold out of Community West Bancshares (CWBC) in Q2 2024, closing a stake of 10,001 shares — an estimated $199K sold.

Perennial Investment Advisors first reported a position in CWBC in Q1 2023 and held it in 5 quarters. The position peaked at $380K in Q4 2023. 77 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

  • Perennial Investment Advisors reported no remaining Community West Bancshares position as of Q2 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 10,001 Community West Bancshares shares in Q2 2024, an estimated $199K.
  • Perennial Investment Advisors first reported a position in Community West Bancshares in Q1 2023 and held it in 5 quarters.
  • Perennial Investment Advisors's Community West Bancshares position peaked at $380K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2024.

Based on Perennial Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.