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Pictet Asset Management (Switzerland)’s CVB Financial CVBF Stock Holding History

Pictet Asset Management (Switzerland)’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$206K Hold
15,508
– – ﹤0.01% 1709
2023
Q1 		$259K Sell
15,508
-2,015
-11% -$45.9K ﹤0.01% 1586
2022
Q4 		$451K Buy
17,523
+7,312
+72% +$199K ﹤0.01% 1298
2022
Q3 		$259K Buy
10,211
+1,511
+17% +$39.4K ﹤0.01% 1298
2022
Q2 		$216K Hold
8,700
– – ﹤0.01% 1404
2022
Q1 		$202K Buy
+8,700
New +$201K ﹤0.01% 1560

Other funds holding CVBF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s CVBF Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its CVB Financial (CVBF) position steady in Q2 2023 at 15,508 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Pictet Asset Management (Switzerland) first reported a position in CVBF in Q1 2022 and has held it in 6 quarters since. The position peaked at $451K in Q4 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 15,508 shares of CVB Financial worth $206K as of Q2 2023.
  • Pictet Asset Management (Switzerland) left its CVB Financial share count unchanged in Q2 2023.
  • CVB Financial made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1709 holding.
  • Pictet Asset Management (Switzerland) first reported a position in CVB Financial in Q1 2022 and has held it in 6 quarters since.
  • Pictet Asset Management (Switzerland)'s CVB Financial position peaked at $451K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.