SC
CWBC

Sonen Capital’s Community West BanCshares CWBC Stock Holding History

Sonen Capital’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
2023
Q4 		– Sell
-41,890
Closed -$544K – 81
2023
Q3 		$544K Hold
41,890
– – 1.07% 32
2023
Q2 		$514K Sell
41,890
-6,510
-13% -$76.9K 0.85% 38
2023
Q1 		$612K Hold
48,400
– – 1.04% 29
2022
Q4 		$725K Hold
48,400
– – 1.19% 30
2022
Q3 		$675K Hold
48,400
– – 1.09% 30
2022
Q2 		$693K Hold
48,400
– – 0.99% 36
2022
Q1 		$678K Hold
48,400
– – 0.82% 46
2021
Q4 		$644K Buy
+48,400
New +$633K 0.62% 56

Other funds holding CWBC

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Sonen Capital's CWBC Position: Q4 2023 in Review

Sonen Capital sold out of Community West BanCshares (CWBC) in Q4 2023, closing a stake of 41,890 shares — an estimated $544K sold.

Sonen Capital first reported a position in CWBC in Q4 2021 and held it in 8 quarters. The position peaked at $725K in Q4 2022. 35 funds tracked by Wall St. Rank hold CWBC as of Q4 2023.

  • Sonen Capital reported no remaining Community West BanCshares position as of Q4 2023 after selling out during the quarter.
  • Sonen Capital sold 41,890 Community West BanCshares shares in Q4 2023, an estimated $544K.
  • Sonen Capital first reported a position in Community West BanCshares in Q4 2021 and held it in 8 quarters.
  • Sonen Capital's Community West BanCshares position peaked at $725K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Community West BanCshares as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.