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

Pictet Asset Management (UK)’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
2021
Q2 		– Sell
-11,500
Closed -$254K – 1781
2021
Q1 		$254K Hold
11,500
– – ﹤0.01% 1531
2020
Q4 		$224K Hold
11,500
– – ﹤0.01% 1549
2020
Q3 		$191K Buy
+11,500
New +$205K ﹤0.01% 1418

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pictet Asset Management (UK)'s CVBF Position: Q2 2021 in Review

Pictet Asset Management (UK) sold out of CVB Financial (CVBF) in Q2 2021, closing a stake of 11,500 shares — an estimated $254K sold.

Pictet Asset Management (UK) first reported a position in CVBF in Q3 2020 and held it in 3 quarters. The position peaked at $254K in Q1 2021. 171 funds tracked by Wall St. Rank hold CVBF as of Q2 2021.

  • Pictet Asset Management (UK) reported no remaining CVB Financial position as of Q2 2021 after selling out during the quarter.
  • Pictet Asset Management (UK) sold 11,500 CVB Financial shares in Q2 2021, an estimated $254K.
  • Pictet Asset Management (UK) first reported a position in CVB Financial in Q3 2020 and held it in 3 quarters.
  • Pictet Asset Management (UK)'s CVB Financial position peaked at $254K in Q1 2021.
  • 171 funds tracked by Wall St. Rank held CVB Financial as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.