SAM Advisors’s CVB Financial CVBF Stock Holding History

SAM Advisors’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 Q1	–	Sell	-8,000	Closed	-$206K	–	34
2022 Q4	$206K	Hold	8,000	–	–	0.09%	35
2022 Q3	$203K	Hold	8,000	–	–	0.1%	36
2022 Q2	$200K	Buy	+8,000	New	+$191K	0.1%	34

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM Advisors's CVBF Position: Q1 2023 in Review

SAM Advisors sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 8,000 shares — an estimated $206K sold.

SAM Advisors first reported a position in CVBF in Q2 2022 and held it in 3 quarters. The position peaked at $206K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

SAM Advisors reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
SAM Advisors sold 8,000 CVB Financial shares in Q1 2023, an estimated $206K.
SAM Advisors first reported a position in CVB Financial in Q2 2022 and held it in 3 quarters.
SAM Advisors's CVB Financial position peaked at $206K in Q4 2022.
238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on SAM Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.