SWS
CVBF icon

SYSTM Wealth Solutions’s CVB Financial CVBF Stock Holding History

SYSTM Wealth Solutions’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
2024
Q1 		– Sell
-926
Closed -$18.7K – 1001
2023
Q4 		$18.7K Buy
+926
New +$16.4K ﹤0.01% 733

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's CVBF Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of CVB Financial (CVBF) in Q1 2024, closing a stake of 926 shares — an estimated $18.7K sold.

SYSTM Wealth Solutions first reported a position in CVBF in Q4 2023 and held it in 1 quarter. The position peaked at $18.7K in Q4 2023. 224 funds tracked by Wall St. Rank hold CVBF as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining CVB Financial position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 926 CVB Financial shares in Q1 2024, an estimated $18.7K.
  • SYSTM Wealth Solutions first reported a position in CVB Financial in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's CVB Financial position peaked at $18.7K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held CVB Financial as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.