SWA
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Sutton Wealth Advisors’s CVB Financial CVBF Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-2,108
Closed -$54.3K – 993
2022
Q4 		$54.3K Hold
2,108
– – 0.02% 367
2022
Q3 		$53.4K Hold
2,108
– – 0.02% 363
2022
Q2 		$52.3K Hold
2,108
– – 0.02% 370
2022
Q1 		$48.9K Hold
2,108
– – 0.02% 408
2021
Q4 		$45.1K Buy
2,108
+28
+1% +$574 0.02% 449
2021
Q3 		$42.4K Buy
2,080
+29
+1% +$573 0.02% 445
2021
Q2 		$42.2K Buy
2,051
+58
+3% +$1.27K 0.02% 452
2021
Q1 		$44K Buy
1,993
+506
+34% +$11K 0.02% 425
2020
Q4 		$29K Buy
1,487
+1,069
+256% +$20.2K 0.01% 505
2020
Q3 		$6.95K Sell
418
-249
-37% -$4.45K ﹤0.01% 829
2020
Q2 		$12.5K Buy
667
+386
+137% +$7.37K 0.01% 651
2020
Q1 		$5.63K Sell
281
-1,678
-86% -$33.8K ﹤0.01% 791
2019
Q4 		$42.3K Buy
1,959
+794
+68% +$16.8K 0.02% 355
2019
Q3 		$24.3K Hold
1,165
– – 0.01% 513
2019
Q2 		$24.5K Hold
1,165
– – 0.01% 508
2019
Q1 		$24.5K Hold
1,165
– – 0.01% 510
2018
Q4 		$23.6K Hold
1,165
– – 0.02% 473
2018
Q3 		$26K Hold
1,165
– – 0.02% 494
2018
Q2 		$26.1K Hold
1,165
– – 0.02% 499
2018
Q1 		$26.4K Hold
1,165
– – 0.02% 461
2017
Q4 		$27.4K Hold
1,165
– – 0.02% 447
2017
Q3 		$28.2K Buy
1,165
+871
+296% +$18.8K 0.02% 421
2017
Q2 		$6.59K Buy
294
+33
+13% +$706 0.01% 831
2017
Q1 		$5.76K Hold
261
– – ﹤0.01% 826
2016
Q4 		$5.99K Hold
261
– – 0.01% 812
2016
Q3 		$4.6K Hold
261
– – ﹤0.01% 832
2016
Q2 		$4.28K Buy
261
+15
+6% +$254 ﹤0.01% 814
2016
Q1 		$4.29K Buy
+246
New +$3.88K ﹤0.01% 784

Other funds holding CVBF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's CVBF Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 2,108 shares — an estimated $54.3K sold.

Sutton Wealth Advisors first reported a position in CVBF in Q1 2016 and held it in 28 quarters. The position peaked at $54.3K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,108 CVB Financial shares in Q1 2023, an estimated $54.3K.
  • Sutton Wealth Advisors first reported a position in CVB Financial in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's CVB Financial position peaked at $54.3K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.