SPIA
CWBC

Steward Partners Investment Advisory’s Community West Bancshares CWBC Stock Holding History

Steward Partners Investment Advisory’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
2020
Q1 		– Sell
-2,000
Closed -$43K – 2526
2019
Q4 		$43K Hold
2,000
– – ﹤0.01% 1466
2019
Q3 		$40K Hold
2,000
– – ﹤0.01% 1440
2019
Q2 		$42K Buy
+2,000
New +$39.9K ﹤0.01% 1399

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Steward Partners Investment Advisory's CWBC Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Community West Bancshares (CWBC) in Q1 2020, closing a stake of 2,000 shares — an estimated $43K sold.

Steward Partners Investment Advisory first reported a position in CWBC in Q2 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 73 funds tracked by Wall St. Rank hold CWBC as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Community West Bancshares position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,000 Community West Bancshares shares in Q1 2020, an estimated $43K.
  • Steward Partners Investment Advisory first reported a position in Community West Bancshares in Q2 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Community West Bancshares position peaked at $43K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.