PWPS
CWBC

Pinnacle Wealth Planning Services’s Community West Bancshares CWBC Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-3,404
Closed -$51K – 737
2020
Q4 		$51K Buy
+3,404
New +$48.7K 0.01% 780

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's CWBC Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Community West Bancshares (CWBC) in Q1 2021, closing a stake of 3,404 shares — an estimated $51K sold.

Pinnacle Wealth Planning Services first reported a position in CWBC in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 76 funds tracked by Wall St. Rank hold CWBC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Community West Bancshares position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,404 Community West Bancshares shares in Q1 2021, an estimated $51K.
  • Pinnacle Wealth Planning Services first reported a position in Community West Bancshares in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Community West Bancshares position peaked at $51K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.