SFS
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Sowell Financial Services’s CVB Financial CVBF Stock Holding History

Sowell Financial Services’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
-200
Closed -$4K – 997
2021
Q1 		$4K Hold
200
– – ﹤0.01% 2654
2020
Q4 		$4K Hold
200
– – ﹤0.01% 2322
2020
Q3 		$3K Hold
200
– – ﹤0.01% 2113
2020
Q2 		$4K Hold
200
– – ﹤0.01% 1948
2020
Q1 		$4K Hold
200
– – ﹤0.01% 1877
2019
Q4 		$4K Hold
200
– – ﹤0.01% 1958
2019
Q3 		$4K Buy
+200
New +$4.18K ﹤0.01% 1820

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's CVBF Position: Q2 2021 in Review

Sowell Financial Services sold out of CVB Financial (CVBF) in Q2 2021, closing a stake of 200 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in CVBF in Q3 2019 and held it in 7 quarters. The position peaked at $4K in Q1 2021. 171 funds tracked by Wall St. Rank hold CVBF as of Q2 2021.

  • Sowell Financial Services reported no remaining CVB Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 200 CVB Financial shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in CVB Financial in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's CVB Financial position peaked at $4K in Q1 2021.
  • 171 funds tracked by Wall St. Rank held CVB Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.