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Scientech Research LLC’s CVB Financial CVBF Stock Holding History

Scientech Research LLC’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
2024
Q1 		– Sell
-11,543
Closed -$233K – 443
2023
Q4 		$233K Buy
+11,543
New +$205K 0.23% 201

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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scientech Research LLC's CVBF Position: Q1 2024 in Review

Scientech Research LLC sold out of CVB Financial (CVBF) in Q1 2024, closing a stake of 11,543 shares — an estimated $233K sold.

Scientech Research LLC first reported a position in CVBF in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 224 funds tracked by Wall St. Rank hold CVBF as of Q1 2024.

  • Scientech Research LLC reported no remaining CVB Financial position as of Q1 2024 after selling out during the quarter.
  • Scientech Research LLC sold 11,543 CVB Financial shares in Q1 2024, an estimated $233K.
  • Scientech Research LLC first reported a position in CVB Financial in Q4 2023 and held it in 1 quarter.
  • Scientech Research LLC's CVB Financial position peaked at $233K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held CVB Financial as of Q1 2024.

Based on Scientech Research LLC's 13F filing for Q1 2024, filed 15 May 2024.