SOW
CWBC

State of Wyoming’s Community West BanCshares CWBC Stock Holding History

State of Wyoming’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
-500
Closed -$6.5K – 1884
2023
Q3 		$6.5K Buy
+500
New +$6.51K ﹤0.01% 1542
2023
Q2 		– Sell
-1,233
Closed -$15.6K – 1855
2023
Q1 		$15.6K Sell
1,233
-103
-8% -$1.48K 0.01% 1448
2022
Q4 		$20K Buy
1,336
+145
+12% +$2.1K 0.01% 1370
2022
Q3 		$17K Buy
1,191
+387
+48% +$5.42K 0.01% 1381
2022
Q2 		$12K Buy
+804
New +$11.1K 0.01% 1620

Other funds holding CWBC

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 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 17.6% 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

State of Wyoming's CWBC Position: Q4 2023 in Review

State of Wyoming sold out of Community West BanCshares (CWBC) in Q4 2023, closing a stake of 500 shares — an estimated $6.5K sold.

State of Wyoming first reported a position in CWBC in Q2 2022 and held it in 5 quarters. The position peaked at $20K in Q4 2022. 35 funds tracked by Wall St. Rank hold CWBC as of Q4 2023.

  • State of Wyoming reported no remaining Community West BanCshares position as of Q4 2023 after selling out during the quarter.
  • State of Wyoming sold 500 Community West BanCshares shares in Q4 2023, an estimated $6.5K.
  • State of Wyoming first reported a position in Community West BanCshares in Q2 2022 and held it in 5 quarters.
  • State of Wyoming's Community West BanCshares position peaked at $20K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Community West BanCshares as of Q4 2023.

Based on State of Wyoming's 13F filing for Q4 2023, filed 15 Feb 2024.